Contact Details – Messages Panel

Contact Message Threads

In the messages panel section, you can view your entire message and conversation history with a particular contact. All messages and calls that run through your CRM will be displayed here for that contact. This feature provides an easy way to keep track of your communication with clients and customers, ensuring that you have a complete record of all interactions.

MESSAGING HEADER

Within the message header, there is an array of options and buttons available for you to select from. These choices allow you to customize and tailor your communication efforts, ensuring that the content and presentation align with your specific needs and preferences, ultimately enhancing the overall effectiveness of your messaging.

CALL CONTACT

Upon clicking the small phone icon, an automatic phone call will be initiated with the contact you are currently viewing. This convenient feature eliminates the need to manually input a phone number, allowing for a more efficient and seamless way to place a call to your desired contact.

ASSIGN CONTACT

If you want to assign a particular contact to one of your employees or team members, you can click the Assign Contact button. This feature allows you to assign the contact to a registered user in your CRM, helping you manage your work better and streamline your team’s communication.

MARK MESSAGES AS ‘READ/UNREAD’

You can mark messages as either read or unread by clicking the corresponding button in the message header. This feature helps you keep your messages organized and front-of-mind, preventing any tasks or priorities from slipping through the cracks.

SENDING MESSAGES

To send messages in the messaging header, you first need to select the message type and then compose your message. This feature allows you to communicate with your contacts efficiently, providing a quick way to respond to any questions, concerns, or inquiries they may have.