CONVERSATIONS

Last updated 2 years ago

CONVERSATIONS

In this section, you will be able to send and receive messages and emails to leads, clients, prospects, and more! If you have integrated your Facebook page and Google My Business page, you will also be able to use this section to communicate via those channels.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Section Components

Conversation Header

Here you will see the contact you are having a conversation with. You will be able to perform a few actions such as;

Customer's Name

****The name of the customer's chat you are in will be displayed here.

Mark as Starred/Unstarred

You can Star a conversation by clicking on this button, if you want to Unstar it, just click again.

Mark as Read/Unread

You can decide to mark a contact as "Unread" especially when you want to access the conversation later and don't want it to get buried in the conversation list. You can navigate through the "Unread" filter to access the conversation.

You can also mark a conversation "Read" in the same manner and access it in the "Recent or All" filter.

Delete

If you want to delete a conversation simply click on this button. Be sure you want to delete the conversation because it cannot be undone.

Search Bar

You can narrow down your search by typing in the name you would like to access.

Conversation Type

You can decide to filter your conversation list by the Unread chats, Starred chats, or view all your chats.

Conversation Log

Here you will see all the conversation logs between you and a specific contact. These messages are identified by source/type and timestamped for organization purposes.

Take Section Quiz

Click the link below to take a quiz on the subject matter in this help article! This quiz is intended to help you fully understand the above information, and help you remember all the buttons and components! Don't worry, you can take this quiz as many times as you want in order to fully learn the content and subject matter! This is 100% for your benefit and helps you learn!

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Last updated 2 years ago

NOTE: Depending on your user permissions, you may not have access to all of the components.

Section Components

Conversation Header

Here you will see the contact you are having a conversation with. You will be able to perform a few actions such as;

Customer's Name

****The name of the customer's chat you are in will be displayed here.

Mark as Starred/Unstarred

You can Star a conversation by clicking on this button, if you want to Unstar it, just click again.

Mark as Read/Unread

You can also mark a conversation "Read" in the same manner and access it in the "Recent or All" filter.

Delete

If you want to delete a conversation simply click on this button. Be sure you want to delete the conversation because it cannot be undone.

Search Bar

You can narrow down your search by typing in the name you would like to access.

Conversation Type

You can decide to filter your conversation list by the Unread chats, Starred chats, or view all your chats.

Conversation Log

Here you will see all the conversation logs between you and a specific contact. These messages are identified by source/type and timestamped for organization purposes.

Take Section Quiz

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!