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How to Filter the Weekly Agent Emails in Gmail
How to Filter the Weekly Agent Emails in Gmail

Steps to create a filter in Gmail for weekly agent stat emails

Nad Cumbis avatar
Written by Nad Cumbis
Updated over 11 months ago

Creating rules to filter emails in Gmail will greatly help you manage your Weekly Agent Emails if you prefer to be CC'd or BCC'd on your agent's report.

Create rules to filter your emails

On your computer, you can manage your incoming mail using Gmail’s filters to send email to a label, or archive, delete, star, or automatically forward your mail.

Create a filter

Create Gmail filter

  1. Open Gmail.

  2. In the search box at the top, click Show search options

  3. Enter your search criteria. If you want to check that your search worked correctly, see what emails show up by clicking Search.

  4. At the bottom of the search window, click Create filter.

  5. Choose what you’d like the filter to do.

  6. Click Create filter.

Note: When you create a filter to forward messages, only new messages will be affected. ​Additionally, when someone replies to a message you've filtered, the reply will only be filtered if it meets the same search criteria.

Use a particular message to create a filter

  1. Open Gmail.

  2. Check the checkbox next to the email you want.

  3. Click More

    More
  4. Click Filter messages like these.

  5. Enter your filter criteria.

  6. Click Create filter.

Edit or delete filters

  1. Open Gmail.

  2. At the top right, click Settings

    Settings

    and then

    See all settings.

  3. Click Filters and Blocked Addresses.

  4. Find the filter you'd like to change.

  5. Click Edit or Delete to remove the filter. If you’re editing the filter, click Continue when you’re done editing.

  6. Click Update filter or OK.

Export or import filters

If you have a backup of your filters, you can import the filters in Gmail. You can also export your filters.

  1. Open Gmail.

  2. At the top right, click Settings

    Settings

    and then

    See all settings.

  3. Click Filters and Blocked Addresses.

  4. Check the box next to the filter.

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