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
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