CrmOne Conversations tab

CrmOne Conversations tab
The Conversations tab lists all the conversations you have had with your prospects and customers. Conversations organizes your conversations, helping you find and act on them quickly.
Conversations is a tool using which you can view, manage, and reply to messages from multiple channels. You can view messages sent via Phone, Email address, Facebook, all in one place

In this module, we will learn about the different features of the conversations inbox and how to use them to manage communication with your contacts.

After you are logged in to CRM one account click on Conversations Tab to view

conversations.

List of conversations
In the left panel, you can view a list of all the active conversations and all conversations. 

Conversations are sorted based on the time the message was received, starting with the most recent message received.

Search& Filter
you can search your conversations quickly to find a relevant thread. Click the tab the top left and enter a search term to look up a conversation.

You can click on next to the Search box to filter conversations and apply the necessary filters that you needed.

Preview
The message preview includes the name of the contact who started the conversation, the time stamp of when the last message was received, An icon to indicate which channel the conversation is from, A preview of last message received.

Compose
In the top left, click   to write an outgoing Whatsapp, email or SMS directly from your conversations. 

Reply, Comment & Call

Here you have options to reply via different communication channels i.e. SMS Email, Facebook etc to respond back to the specific contact.

To expand the reply editor while typing your response Click icon and click  icon to go back to default view.

Use the Internal Comment tab  to notify another team member of the conversation. 

You can click on icon to make a call, if you need to connect with a contact over the phone from conversations itself.

Click on  Contact name on the top and you can edit contact details like, Address, DOB,
Phone, Email etc, and click on to upload profile picture. 

From here if you want to go to contact details page you can click on name and you will be diverted to contact details page.

You can also see here the activity of this contact. Activities serve as a way to track and manage interactions, engagements, and communications with individual contacts or customers. These activities play a crucial role in maintaining and improving customer relationships, as well as providing a comprehensive record of interactions. 

Adding Appointment, Deal, Task, and Workflow 

You can click on the relevant tab and you can view and add Appointment, File, Deal, Task, workflow, notes from the conversations tab itself to add click on  

How Sending and Receiving message through Facebook Works

You will notice that when a message from Facebook appears here in the left panel. 

Now after opening the message. You can now click here on the text bar and start putting your reply to this specific contact. 

Once you have added the text you can also add a few details about your business like adding an image or request to pay and you can also clear the text if you have a change of mind.

Once you're done with your message you can now click send

Now you can see that the message has been sent to this person and they should be able to reply to you once they receive it.