KNOWLEDGE CENTER
💬 Conversations: Introducing Internal Chat for Team Collaboration 🚀
You can now start private internal chats within the Conversations module, allowing for real-time collaboration among team members. Internal chats function just like regular conversations but are only visible to the participants added to the chat. You can send messages, emojis, and attachments for seamless communication, set a subject for better search-ability and organization, Add more team members to existing internal chats, with the ability to choose whether they see past messages.
💬 How to Use?
Starting an Internal Chat:
Open the Conversations module and click on New. Select Internal Chat as the conversation type.
Choose the users you want to add. Click
Start Chat
to begin the discussion.
Start messaging! You can send text, emojis, and attachments.
To add subject, click the edit icon in the top center panel to add a subject. You can also search for internal chats using: Subject, Participant names and Last message text
To add users, click Add Users in the right panel. Select the team members to add and click Next.
Choose whether they should have access to previous chat history. Click Confirm—once added, users cannot be removed from the chat.
How This Helps?
All Communication in One Place: No need to use external apps for internal discussions - everything stays within the CRM, keeping conversations organized and accessible.
Seamless Collaboration: Teams can communicate instantly without leaving the Conversations module, ensuring quick decision-making and better coordination.
Efficient Teamwork: Share updates, ask questions, and strategize - all within the same platform where customer interactions happen.
Stay Notified & Responsive: Get notifications for new internal messages, ensuring no critical updates are missed while managing external conversations.
💬 Conversations: Introducing Internal Chat for Team Collaboration 🚀
You can now start private internal chats within the Conversations module, allowing for real-time collaboration among team members. Internal chats function just like regular conversations but are only visible to the participants added to the chat. You can send messages, emojis, and attachments for seamless communication, set a subject for better search-ability and organization, Add more team members to existing internal chats, with the ability to choose whether they see past messages.
💬 How to Use?
Starting an Internal Chat:
Open the Conversations module and click on New. Select Internal Chat as the conversation type.
Choose the users you want to add. Click
Start Chat
to begin the discussion.
Start messaging! You can send text, emojis, and attachments.
To add subject, click the edit icon in the top center panel to add a subject. You can also search for internal chats using: Subject, Participant names and Last message text
To add users, click Add Users in the right panel. Select the team members to add and click Next.
Choose whether they should have access to previous chat history. Click Confirm—once added, users cannot be removed from the chat.
How This Helps?
All Communication in One Place: No need to use external apps for internal discussions - everything stays within the CRM, keeping conversations organized and accessible.
Seamless Collaboration: Teams can communicate instantly without leaving the Conversations module, ensuring quick decision-making and better coordination.
Efficient Teamwork: Share updates, ask questions, and strategize - all within the same platform where customer interactions happen.
Stay Notified & Responsive: Get notifications for new internal messages, ensuring no critical updates are missed while managing external conversations.