Forwarding a conversation allows you to share the complete conversation history with any email recipient, regardless of how the conversation originated. Whether the conversation started through email, live chat, social media, SMS, or calls, you can forward it as an email while maintaining a complete audit trail within Salesmate.
Note:
To forward a conversation:
- You must have permission to reply to conversations.
- The conversation can belong to any channel (Email, Chat, SMS, Social, Calls, etc.).
- At least one valid recipient email address is required before sending.
Forward a Conversation
- Navigate to Unified Inbox and open the desired conversation.
- In the conversation editor, click the Forward tab.
- Enter the recipient(s) in the To field.
- (Optional) Add Cc or Bcc recipients.
- Select the From email address.
- Add your message above the forwarded conversation.
- Review the forwarded conversation history and attachments.
- Click Send.
The forwarded email is sent without changing the conversation status (Open, Closed, or Snoozed). After sending, the editor automatically switches back to the Email tab.
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