How to understand conversation status in GEVADE CRM

    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

    Conversation statuses (Unread, Read, Starred, and Resolved) help you prioritize which messages need immediate attention and which have been handled.

    Who this article is for

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

    Overview

    Managing a busy inbox requires clear organization. GEVADE CRM uses conversation statuses to help you and your team identify the current state of every customer interaction, ensuring no message slips through the cracks.

    Step 1: 1. Unread Status

    When a new message arrives from a customer, the conversation is automatically marked as Unread. These threads appear bolded in your inbox list and are the highest priority for follow-up.

    Step 2: 2. Read Status

    Once you click on an unread conversation, its status changes to Read. The bold formatting is removed. If you need to return to it later, you can manually mark it as Unread again.

    Step 3: 3. Resolved Status

    When an inquiry is complete, you should mark the conversation as Resolved (or Archived). This removes it from your active queue, keeping your inbox clean. If the customer replies again, the thread will automatically reopen and become Unread.

    Step 4: 4. Starred Status

    You can Star important conversations to keep them easily accessible. This is useful for high-priority leads or ongoing issues that require close monitoring.

    Configuration note

    Using the 'Unread' and 'Starred' filters at the top of your inbox list is the best way to quickly view conversations by their status.

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