Your communications history with your Contacts within Conversations will be kept forever, so never again do you need to come up with some type of email-based organization system to keep track of what you said, who you said it to, and when you said it.
Your Conversations history will do all that for you. Here's how.
Related Articles
How To Easily Access A Contact Record From A Conversation
From Conversations, you can easily see a Contact's highlights (like name, phone, and email) as well as click to go directly to their full contact record.
How To Sort, Filter, Remove Conversation Views (with multiple team members)
In most cases, you will only see Conversations going on with the Contacts that you are assigned to. However, in some situations, multiple Users may all have access to see all the Conversations that are going on with all the Contacts. This can lead ...
Exactly What To Say
Here's what to say and do to follow up with your leads as well as how to start your first phone conversation. Referenced Support Articles From This Video: How To Send A Video Text
How To Use The Video Text Feature (replacement for BombBomb)
The Likeable Agent system has a VERY powerful feature built into it that allows you to video text your Contacts. If you've heard of the BombBomb video emailing service, this is the same thing except it's better because it allows you to easily text ...
How To Respond Via Text & Email
You can send SMS/Text messages as well as emails through your system. As long as that Contact has a phone and/or email address, you will have the options to communicate with them. TEXTING: To send a text, simply choose "SMS" (instead of email), type ...