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 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