Text Conversation View Follow

Conversational View 

Communication isn’t a one-way street. To ensure you have effective two-way communication, Salesmate CRM has added the conversation view to its text messages. 

To view Conversation Screen, follow the below steps:

• Navigate to Left Menu Bar and click the Text Icon 

You would find below options available under the View:

• All
• Inbox
• Scheduled
• Sent
• Outbox
• Failed
• Templates

All

With "All" you can now view all the sent and received messages within a single view

Inbox

• You can view all the text messages which have received a reply. 

• You can Reply to the Conversation from the relevant Conversation View

• If you have multiple numbers assigned to single Contact, you can select the number on which you want to initiate the messaging
• Insert the Templates from the Pre-defined list

• Schedule the Text Message

• When you hover over three dots beside the message, you will get the details of "To" and "From" numbers and can also delete the text.

Here's how the details pop up will look like:

Scheduled

• Contains all Text Conversations that are scheduled for delivery in the future. 
  • You can check the schedule timing
  • From Actions (three dots menu), you can -
    • Reschedule
    • Edit
    • Delete
    • Check Details

Sent 

If you are into Bulk Texting, you can check the status of Bulk messaging here

Outbox 

All messages scheduled for instant delivery are queued under this folder and sent in batches of small chunks.

Failed

You can check the status of Failed Messages here in this folder and retry sending message from the same screen to the contact.

Or you can try sending bulk message by selecting multiple contacts

Templates

• You can create and manage text templates 

• Filter them under Folders
• Create New Folders from the "+" icon

• Create New Templates - Click on + New Template

• Mention the Template Name (For identification and future reference)
• Select the Folder in which the Text Template needs to be Saved
• Provide the "Text Message" body to be sent
• Insert Attributes - It can be used to Manage replaceable variables (Eg: {{Contact.firstName}} to replace First Name of Contact)