How To Manage Conversations

This video provides an in-depth review of the 'Conversations' tab, explaining different sections such as types of conversations, starring conversations, and the 'All' tab. It further explains how to use the search bar, filter conversations, and view and interact with individual conversations. The video also demonstrates how to send SMS, request payments, schedule messages, and manage contact details from the right sidebar. It introduces features like manual actions, templates or snippets, and trigger links, illustrating how to effectively use them to enhance communication management.

00:00 Introduction to the Conversations Tab

00:10 Understanding the Conversations Section

00:50 Using Filters in Conversations

01:16 Exploring the View Pane

01:45 Sending Messages and Using Templates

02:28 Requesting Payments in Conversations

03:20 Scheduling Messages and Using Custom Values

03:45 Understanding the Sidebar: Contacts, Appointments, and Opportunities

05:51 Adding Custom Fields to Opportunities

06:28 Navigating the Conversations Menu

06:37 Using Manual Actions in Workflows

07:38 Creating and Using Templates or Snippets

08:01 Understanding and Using Trigger Links

08:27 Creating Automations with Trigger Links

09:16 Conclusion: Wrapping Up the Conversations Tab Training