Communication Overview - Messages Section

Contact Conversation History

In the Messages section, you can easily access the full history of your conversations with a specific contact. Every message and call that passes through your CRM is displayed here, giving you a comprehensive overview of your interactions with clients and customers. This ensures you always have a complete record of your communication.

Messaging Options

The messaging header includes several options that allow you to customize your communication. These tools enable you to tailor your messaging approach, ensuring that each interaction aligns with your objectives and improves the overall effectiveness of your communication.

Initiate a Call

Clicking the small phone icon will automatically place a call to the contact you are currently viewing. This feature streamlines the process by dialing the contact directly from your CRM, eliminating the need to manually enter the phone number.

Assigning Contacts

The Assign Contact button allows you to delegate a specific contact to a team member or employee. This functionality helps you distribute tasks more effectively and ensures that communication within your team is well-coordinated.

Managing Message Status

You can organize your messages by marking them as read or unread using the appropriate button in the message header. This feature is particularly useful for keeping track of important communications and ensuring no tasks are overlooked.

Composing and Sending Messages

To send a message, select the message type and compose your content in the messaging header. This feature allows for quick and efficient communication with your contacts, enabling you to address any inquiries or concerns promptly.