Conversations (needs video)

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 10:43 AM by Hannah Harris

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

Filters

You can navigate between unread, recent, and all messages.

Unread - Messages that have not yet been marked as read.
Recents - Shows your most recent messages, regardless of whether they were read or not.
All - Shows all of your messages.

Filter By "My Chats"

You can also filter the conversations based on who is assigned to any specific chat. Click on the small icon shown below to open a popup that will give you the option to choose either "ALL CHATS" or "MY CHATS". There are multiple ways to assign contacts and conversations to specific users in your CRM. Click here to learn more: How To Assign Contacts To Specific Users

Conversations List

In this area, you will see all the conversations in this account. To filter these conversations, you can either filter by status or use the search bar to filter by specific contact information.

Header Buttons

Here you will see the name of the contact you are having a conversation with.

You can perform other actions such as;

Archive/Unarchive

You can archive/unarchive this contact by clicking on the "archive" icon. When you archive a contact, the contact won't appear under the "Recent" filter column but would still be seen in the "All" filter column unless it is unarchived.

Mark as Unread/Read

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

By clicking on this icon, you can delete a conversation. Once you delete a conversation, it deletes forever, it cannot be undone.

Conversation Logs

Here you will see all the conversation logs between you and all your contacts. These messages are identified by source/type, as well as timestamped for organizational 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 help you learn!

Quiz Link: https://training.crmhelpcenter.com/aKZERKgITEO0nSV1BdzpKA****

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!