Conversations - Overview
Modified on: Mon, 1 Aug, 2022 at 3:26 PM
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. Once sellers start replying back, you will find all of their responses in the Conversation window. This is where you will be able to communicate with Interested Sellers or tag them as "Not the Owner", "Not Interested","Wrong Number", etc.
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, regarless of whether they were read or not
All - Shows all of your messages
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
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.
Here you will see the name of the contact you are having a conversation with.
You can perform other actions such as;
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.
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.