How to mark conversations as unread or resolved

    CategoryConversations
    Article typeDocumentation
    Estimated reading time 3 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    To mark a conversation as unread, click the 'Mark as Unread' icon within the thread. To resolve a conversation, click the 'Mark as Read' or 'Archive/Resolve' option. This removes it from the primary 'Unread' or 'Recent' views.

    Who this article is for

    All users managing customer communications in the GEVADE CRM Conversations inbox.

    Overview

    Effective inbox management involves knowing which conversations require attention and which are completed. Using the Unread and Resolved (or Read/Archived) statuses helps you and your team focus on active inquiries and clear out finished tasks.

    Step 1: 1. Marking as Unread

    If you open a message but need to follow up later, you can mark it as unread. Open the conversation, locate the Mark as Unread icon (often looking like a closed envelope) at the top of the thread, and click it. The conversation will now appear bolded in the list.

    Step 2: 2. Marking as Resolved (or Read)

    Once an inquiry is fully handled, you should resolve it to clear it from your active queue. Open the conversation, and click the Mark as Read or checkmark icon. This removes the 'Unread' status.

    Configuration note

    Marking a conversation as read/resolved does not delete it. It remains in the contact's history and can be found by searching. A new incoming message from the customer will automatically move the thread back to the 'Unread' status.

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