Text Conversation View

Conversational View 

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

To view Conversation Screen, follow the below steps:

• Go to Left Menu Bar
• Scroll and click the Text Icon (Minimized view) or Texts (Expand View)

The options available under the View are:

• 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, you can select the number from which you want to initiate the messaging
• Insert the Templates from the Pre-defined list
• Schedule the Text Message

• When you hover over a text message, you will get the details of "to" and "from" numbers and can also delete the text.

Scheduled

• Contains all Text Conversation that is scheduled for Delivery in the Future.
  • You can check the schedule timing
  • From Actions (three dots menu), you can -
    • Reschedule
    • Edit
    • Delete
    • Check Details

Templates

• Manage Email Templates and Filter them under Folders
• Create New Folders from the "+" icon

• Create New Templates - Click on + New Template
• Mention the Subject of the Text Template (For identification)
• Select the Folder in which Text Template needed 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)

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.