User Messaging
The messaging feature allows users to send internal messages to each other directly within the system.
Enabling Messaging
- Go to Settings > Users > Edit
- Under the Teams section, tick Enable user to send messages to other users
Sending a Message
- Click Send Message in the left-hand menu
- Select the recipient from the dropdown
- Type your message and send
Receiving & Replying
- Incoming messages appear on the recipient's dashboard
- Click Send Reply to respond directly
- Click the tick next to a message to mark it as read and remove it from your dashboard
When to Use Messaging
Messaging is ideal for quick internal notifications where no action is needed - unlike tasks, which imply something needs to be done.
Example: If you take a call on behalf of a lead's assigned user and resolve the customer's query, you can send them a message to let them know. No task is needed since nothing is outstanding, but the assigned user is kept in the loop.
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