Understanding Conversations Component in Your CRM

Outline: Understanding the Conversations Component of Your CRM

1. Introduction

   • Tutorial focus: Understanding the Conversations component of your CRM.

   • Navigation: Access the Conversations component through the left-hand menu.

2. General Overview of the Conversations Tab

   • Description: The Conversations tab functions as an inbox similar to Gmail or Outlook.

   • Components:

     • Left-hand panel: Toggle between different message types (e.g., Unread, Recent, Starred, Important, All).

     • Icons: Different icons represent the type of message (e.g., chatbot for SMS, @ symbol for email, call sign for phone calls).

3. Navigating the Conversations Tab

   • Sub-menu: Located at the top to navigate between different components within the Conversation tab.

   • Future lessons: Each component within the Conversation tab will be covered in detail in upcoming lessons.

4. Middle Column in the Conversations Tab

   • Functionality: Similar to the contact view but allows toggling between all conversations.

   • Contrasted with Contact tab: In the Contact tab, viewing a single contact shows only that contact's conversation.

5. Next Steps

   • Preview: The next video will cover understanding the middle panel and navigating this component for effective client communication within the CRM.

Link to Loom

https://www.loom.com/share/1b4d78ecfe2343ebb3f2c529c966d053