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Access the Conversations Inbox in CRM

Navigate to the Conversations Inbox in CRM to manage messages, notifications, and active discussions, facilitating efficient interactions with your contacts and visitors in…

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·4 Schritte·80 Aufrufe·Veröffentlicht

Navigate to the Conversations Inbox in CRM to manage messages, notifications, and active discussions, facilitating efficient interactions with your contacts and visitors in real-time.

Step-by-step Guide4 Schritte

  1. Click the CRM icon

    This will navigate you to the Customer Relationship Management section, where you can manage your contacts, sales, and marketing activities.

    Click the CRM icon
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  2. Click the Inbox link

    This action will take you to your Inbox, where you can view your messages and notifications related to meetings, tasks, and other activities.

    Click the Inbox link
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  3. Click the All open4 option

    This action will filter your conversations to show only the currently active discussions. It allows you to manage and review all open interactions efficiently.

    Click the All open4 option
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  4. Click the Chat4 option

    This will open the Chat4 interface, allowing you to manage conversations and interact with your visitors in real-time.

    Click the Chat4 option
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