Geteilte Anleitung

Assign a conversation to a team member in your CRM

Navigate to the CRM Inbox to assign ongoing conversations to team members like Victoria Adamu, ensuring effective management of client communications and tasks within your…

viktoriaviktoria
·6 Schritte·90 Aufrufe·Veröffentlicht

Navigate to the CRM Inbox to assign ongoing conversations to team members like Victoria Adamu, ensuring effective management of client communications and tasks within your workspace.

Step-by-step Guide6 Schritte

  1. Click the CRM link

    This will navigate you to the Customer Relationship Management section, where you can manage tasks, clients, and meetings efficiently.

    Click the CRM link
    Loading screenshot…
    100%

  2. Click the Inbox option

    Selecting the Inbox will show you all your incoming messages and notifications related to your CRM activities, allowing you to manage communications effectively.

    Click the Inbox option
    Loading screenshot…
    100%

  3. Click the All open10 option

    Selecting the 'All open10' option will display all open items in the chat, allowing you to manage and review ongoing conversations effectively.

    Click the All open10 option
    Loading screenshot…
    100%

  4. Click the Inactive Intercom Notification

    Clicking this notification will prompt further information regarding your inactive Intercom workspace, including the impending deletion timeline and subscription status.

    Click the Inactive Intercom Notification
    Loading screenshot…
    100%

  5. Click the No owner label

    Clicking the 'No owner' label allows you to assign a user to this message or conversation within your Intercom workspace.

    Click the No owner label
    Loading screenshot…
    100%

  6. Click on Victoria Adamu

    This action allows you to assign the selected message to Victoria Adamu, enabling you to manage your Intercom conversations more effectively.

    Click on Victoria Adamu
    Loading screenshot…
    100%