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Close a conversation in the CRM Inbox

Close a conversation in the CRM Inbox to manage your client communications effectively by initiating a chat with visitors and addressing their inquiries directly.

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·4 steps·79 views·Published

Close a conversation in the CRM Inbox to manage your client communications effectively by initiating a chat with visitors and addressing their inquiries directly.

Step-by-step Guide4 steps

  1. Click the CRM option

    Clicking the CRM option will take you to the customer relationship management section, where you can manage tasks, contacts, and meetings related to your clients.

    Click the CRM option
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  2. Click the Inbox link

    This action will take you to your Inbox section where you can view and manage your messages and communications.

    Click the Inbox link
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  3. Click the Leave Your Email option

    By clicking this option, you can submit your email address to receive a prompt response from support, facilitating easier communication.

    Click the Leave Your Email option
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  4. Click the Live Chat button

    Clicking the Live Chat button will initiate a chat session with the Unknown Visitor, allowing for real-time communication and assistance.

    Click the Live Chat button
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