1. Start by accessing your conversations here.
2. Next, sort or filter your conversations as needed.
3. Now, view the list of your conversations.
4. Then, view the conversation history here.
5. Compose your new message here or use a SMS or email template if needed.
6. Check the contact’s information here.
7. Afterwards, view booked appointments with this contact.
8. Continue to explore opportunities with this contact.
9. Next, view tasks related to this contact.
10. Lastly, view notes for this contact here.
