1. Click "Contacts"
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2. Select "Contact"
Select the contact you want to message.
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3. Messaging Header
When you're viewing a message, there are several options and buttons available in the header.
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4. Call Contact
To initiate a call with the contact you're currently viewing, simply click the small phone icon. It's a convenient shortcut that eliminates the need to manually enter the phone number.
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5. Assign Contact
To assign a contact to a specific employee or team member, click the designated button and select one of your registered CRM users to take ownership of the contact.
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6. Mark Messages As 'Read/Unread'
To keep your messages organized, you can mark them as read or unread using the designated button. This feature helps prioritize messages and prevent important ones from slipping through the cracks.
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7. Contact Message Threads
Here's where you can view the entire history of your messages and conversations with a specific contact. All messages and calls processed by your CRM for that contact will be displayed here.
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8. Sending Messages
Similar to the "Conversations" section in your CRM, you can send messages by choosing the message type and then composing the message.
SMS
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