This guide walks you through efficiently managing conversations and contacts. Learn how to sort and filter your conversations, access conversation histories, and use SMS or email templates. Explore features like contact details, booked appointments, opportunities, tasks, and notes to streamline your workflow and enhance customer engagement. Perfect for professionals seeking a structured approach to communication management.
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.
