training series 2
In this training video, we are going to cover Managing Conversations. These are the calls, messages, and emails that go back and forth throughout our system to communicate with potential clients. Learn more about Managing Conversations by pressing play:

Need a quick recap? Here’s what we just covered:
  • You can access the conversations tab on the lefthand side of your dashboard
  • Messages are made up of any phone calls, text messages, or email communication
  • You can mark and filter through your messages as “unread”, “recent”, or “all”
  • Assign name and other contact info to your messages
  • Send texts and emails directly to your leads through the software


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