Conversations Overview

This section offers a convenient way to maintain connections with leads, clients, prospects, and more through messages and emails. It helps you stay informed about all your incoming and outgoing communications, including calls, texts, and emails. If your business also has a social media presence, like integrating your Facebook page or Google My Business Listing, this platform streamlines communication by centralizing everything.

Please note that your access to certain components may vary depending on your user permissions.

Section Components:

Conversation Header:

Here, you can view the contact you are currently engaged in a conversation with. This section provides various helpful actions, including:

Customer's Name: Click on a conversation to see the client's name at the top.

Mark as Starred/Unstarred: You can mark a conversation as starred or unstarred by clicking the "Mark as Starred" button to the right of the client's name. Simply click to star or unstar the conversation.

Mark as Read/Unread: Mark a conversation as read or unread by clicking the "Mark as Read" button to the right of the "Mark as Starred" button within your client communication. Click to mark as read or unread. Marking as unread helps you keep track of conversations you want to revisit later, and you can navigate through your unread messages in the "Unread" tab. You can also mark the conversation as read and access it through the "Recents" or "All" tab.

Delete: To remove unnecessary conversations, click the delete button on the far right. However, be cautious as deletion is permanent and irreversible.

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Search Bar:

The Search Bar allows you to quickly and easily narrow down your conversation search by entering the desired name.

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Conversation Type:

You can choose how to view your conversations with the filter bar on the top left. Select from options like unread, recents, starred, or all conversations. Filtering through these selections will display conversations related to each filter.

Unread Tab:

Click the "Unread" tab to view incoming unread messages. You can also see messages marked as unread, which may require revisiting.

Recents Tab:

Stay updated on your most recent conversations by clicking the "Recents" tab. Here, you can quickly check your conversations to ensure nothing is overlooked.

All Tab:

To view all conversations, click the "All" tab. Here, you can access every conversation you or your team has had with your clients. Scroll down to view more conversations or use the search bar to quickly find inbound and outbound conversations with your clients.

Starred Tab:

By clicking on the "Starred" tab, you can access conversations that have been marked as important, ensuring easy access to crucial discussions for you and your team.

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Conversation Log:

In this section, you will find a comprehensive record of all exchanges between you and a specific contact. Messages are categorized by source or type and accompanied by timestamps, facilitating organization and reference.

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