Contact Message Threads
Modified on: Wed, 3 Aug, 2022 at 11:55 AM
Here you can see your entire message and conversation history with any particular contact. Any and all
messages and calls hat run through your CRM will show here for the particular contact.
In the message header, you have a few different options and buttons to choose from.
When clicked, this small phone icon will automatically start a phone call with the contact you're looking at. This is a quick way to call a contact without having to input a phone number.
If you want to assign any particular contact to one of your employees or team members, you can click this button and assign the contact to a registered user in your CRM.
Mark Messages As 'Read/Unread'
If you would like to mark messages as read or unread, you can simply click this button. This helps keep messages organized or front-of-mind.
Contact Information Panel
On the far right of any contact section, you will see more details about the contact.
Different Information Tabs
These tabs are shown here to give you more control over each contact in your system, and allow you to perform different actions for each contact.
Contact Activity Tab
Contact activity is incredibly important when tracking where the contact visited your website when they called, texted, emailed, etc, and even when they purchases. Here you can see historical data and a timeline of your contact's activity. Remeber, you will not see any website information here unless your website is built within Marketingplex
Contact Tasks Tab
You can create tasks manually for each contact by using the "task" tab. When creating a task, you
will need to assign the task to a registered user in your CRM.
Contact Notes Tab
Notes can be a vital tool when dealing with customers and new leads. Taking notes for each contact
is as easy as selecting this tab and creating a new note. Each note will have a time and date for when it was created and can be edited later.
Contact Appointment Tab
You can also schedule appointments for contacts by selecting this tab. In order to schedule an
appointment, you will first need to create calendars in your CRM. Scheduling appointments for
sales, customer support, or anything else has never been easier!
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