Set Up Advanced Filter in a Workspace

What Are Advanced Filters (and Why They Matter)

Filters in Master Inbox are rule-based conditions that determine which conversations appear in the view.

Filters are an action layer.

They allow you to narrow down the conversations based on specific rules and attributes.

After setting up, filters help teams:

• Prioritize hot leads

• Avoid missing follow-ups

• Separate signal from noise

• Work faster without switching multiple tabs

Example of filters:

• Labels NOT spam/unwanted/casual

• Reply since less than 7 days

They give structure to the replies.

Lists, Labels, and Filter Views - What's the Difference?

MasterInbox uses List Items, Labels, and Filter Views, and each plays a different role.

Understanding this once will make the rest of the inbox intuitive.

List Item = What stage the conversation is in

List Items show where a reply sits in your pipeline.

Examples of Lists:

• Lead

• Deal

• Client

• Other

A conversation always belongs to a list.

The list reflects workflow progression.

Lists answer:

"What type of conversation is this?"

Label = Intent of the reply

Labels classify conversations.

They provide the structure that filters and views use.

You can customize, edit, copy, and delete labels in Master Inbox.

By displaying hot replies and removing manual sorting, they save a great deal of time.

Examples of labels:

• Hot lead

• Interested

• Follow-Up

• Not Interested

• Client

• Information request

• Spam/Unwanted

Labels answer:

• “What is the intent of the prospect or client?”

View = Dedicated Display

A view is a separate, dedicated display of conversations based on specific filter rules.

You can add multiple filters to a view.

It allows you to focus only on the responses that matter to you.

Examples of views:

• High priority/high intent

• Follow up

• Casual

• LinkedIn only

Each view creates a clean, separate lens so you can focus only on the replies that are high priority at the moment.

Example

Scenario 1: New Lead Reply

• List: Lead

• Labels: Interested

• Create a view: High intent

• Add filter: labels EQUALS interested

• 👉 Next step: Reply quickly and qualify the lead in the high-intent view.

Scenario 2: Lead Asked for Time

• List: Lead

• Labels: Follow-up

• Create a view: Follow-up later

• Add filter: labels EQUALS follow-up

• 👉 Next step: Set a reminder and reply at the right time.

Scenario 3: Existing Client Reply

• List: Client

• Labels: Client Question

• Create view: Clients

• Add filter: labels EQUALS client or list EQUALS client

• 👉 Next step: View all client conversations separately.

Scenario 4: Not a Sales Opportunity

• List: Other

• Labels: Not Interested / Informational

• Create view: Unwanted

• Add filter: labels EQUALS unwanted/spam

• 👉 Next step: Separate non-sales replies so high-intent prospects are easier to find.

Common Labels You Can Create for Filter Views

Here are recommended views you can create using these filter combinations.

View: high-intent

• Labels EQUALS interested, hot lead

• Last message from EQUALS prospect

• Reply since prospect less than 14 days

View: follow-up later

• Labels EQUALS Follow-up

• Reply since prospect less than 7 days

View: Casual chats

• Labels NOT hot leads, interested, client

How Filter Views Help You Daily

At the top of your inbox, filter views help you instantly answer:

• What needs my attention now?

• What can wait?

• What can be ignored?

• What belongs to a client vs a lead?

Instead of scanning every reply, your inbox tells you exactly what to do next.

How to Set Up a Filter to a View

Filters help you organize replies and focus on what matters.

Steps to create a filter:

1. Click the ➕ (add) icon on the top in the workspace.

   

2. Enter a filter name and create it.

   Common Filter Labels:

   Here are recommended labels you can use to build filters:

   • Interested

   • Follow-Up

   • Not Interested

   • Client Question

   • Internal / FYI

   • Warmup / Noise

   

3. Select the filter in the view you just created.

4. Choose the values you want to filter.

5. Click Apply, and filters will be applied to the view.

   How Filter Conditions Work (with Examples)

   Each filter is built using three parts:

   1. What to filter by → 2. How to match it → 3. The value

   1️⃣ Choose a Field (What you want to filter)

   This tells Master Inbox what part of the message to look at.

   Common fields you'll use most:

   Label → Prospect intent (Interested, Follow Up, Not Now, etc.)

   List → Stage of the conversation (Lead, Deal, Client, Other)

   Channel → Email or LinkedIn

   Campaign Name → Which outreach campaign the reply came from

   Domain → Company email domain (e.g. @company.com)

   Reply Since / Prospect Reply Since → Time-based filtering

   Read Status → Read vs unread messages

   Follow-up Count → How many times you've followed up

   2️⃣ Choose a Condition (How it should match)

   This defines how strict the filter should be.

   Most-used conditions:

   Equals → Exact match

   Doesn't equal → Exclude something

   Contains → Partial match

   Doesn't contain → Remove noise

   Starts with / Ends with → Useful for subjects or domains

   OR → Match either condition

   NOT → Exclude specific cases

   3️⃣ Enter a Value (What you're looking for)

   This is where you define the actual rule.

   Examples you can follow:

   Example 1: Hot leads to reply first

   Field: Label

   Condition: Equals

   Value: Interested

   👉 Shows only prospects who showed buying intent.

   Example 2: Client conversations

   Field: List

   Condition: Equals

   Value: Client

   👉 Helps separate client replies from outbound leads.

   Example 3: LinkedIn replies only

   Field: Channel

   Condition: Equals

   Value: LinkedIn

   👉 Useful for BDRs handling LinkedIn inbox separately.

   Example 4: Replies from last 24 hours

   Field: Prospect Reply Since

   Condition: Equals

   Value: Last 24 hours

   👉 Ensures no fresh replies are missed.

   Example 5: Exclude warmup or noise

   Field: Subject

   Condition: Contains

   Value: warmup

   👉 Keeps real leads visible.

   Example 6: Exclude multiple lists with one operator
   Instead of adding multiple "Does Not Equals" rows, use NOT once and select all the lists you want to exclude.

   Field: Lists

   Condition: NOT

   Value: Not Interested, Follow Up, etc.

   

6. Save the filter.

   You can add more than 1 filter.

Troubleshooting Filter Behavior

If a label or conversation isn't appearing in your views as expected, see How Labels, Filters, and Views Work Together for a detailed explanation of how Needs Reply is populated, why labels may not surface in views, and sent-only filtering behavior.