Conversations
Negative Intent Responses (DND)
Contacts who respond to you with "negative intent" using words and phrases such as "stop" or "don't call me", etc. are automatically marked as Do Not Disturb. Here's how that works, why we do it, and the ways in which this sophisticated artificial ...
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 ...
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 ...
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 Change Who Communications Come From (when you have multiple team members)
You can change who communications come from when you call, text, and email Contacts. This video show you how by reassigning the User. Note that, if you have a need for this, there is probably something bigger at play that we should discuss. Contact ...
Conversation History
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 ...
Sorting Read vs. Unread Communications (& how to mark as read)
Here's how to understand "unread" vs. "all" messages and how to mark messages as "read".
Conversations Overview: All Your Communications With Leads
Conversations is one of the two main pillars of your Likeable Agent system (the other being Opportunities). The Conversations section includes all the communications coming into and going out of your system. This video is an overview of your ...