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 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:
- Inbox
- You can see Sent and Received Text Messages from your Contacts
- The Conversation for Contacts is maintained separately for each context so that you can easily summarize the sales pitch
- You can Reply to the Conversation From the relevant Conversation View
- If you have multiple numbers assigned, select the Number from which you want to initiate the messaging
- Insert the Templates from the Pre-defined list
- Schedule the Text Message if Required
- Check the From and To Details upon Hover
- Click on Details
- Delete the Message if required from the Conversation exchanges
- Scheduled
- Contains all Text Conversation that is scheduled for Delivery in the Future
- 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)
Under Three Dots Menu - You get options for :
- 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 and Retry if require
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