Introducing the Slim Panel within Conversations. This slim, sleek panel, located on the right side of screen, can be expanded or collapsed at your discretion, enabling users to engage effortlessly with the data and features you need. Within the Slim Panel ...
How to mark the Conversation as read: Reply to Conversation Manually Click Mark as Read
Filter conversations (quick filters) You can filter Conversations based on a few filters, allowing you to narrow down your Conversations View to something you need now. The following filters are available: By conversation type By assignee By last m ...
Our email composer is equipped with the functionality of CC and BCC capabilities, allowing users to effectively manage their communication. What is the CC and BCC capability in the Email Composer? The CC (Carbon Copy) and BCC (Blind Carbon Copy) capabil ...
Updated as of February 11, 2025 This Knowledge Base article explains how to set up automated calls and voicemail drops in DealTrail to enhance customer engagement. It covers the prerequisites, step-by-step workflow setup, voicemail detection settings ...
How to Set Up a Manual Action in a Workflow In this guide, we’ll walk through the steps of setting up a manual action within a workflow, using a pipeline stage change as a trigger. Step-by-Step Guide: Go to Automations • Start by crea ...
Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls, .txt, .jpg, .jpeg, .png, .gif, .svg, .mp4, .mpeg, .mp3, .wav, .wave, .aiff, .aif, .aifc, .g ...
This guide troubleshoots issues with email replies not appearing in conversations. This could be due to several factors like incorrect Mailgun setup, faulty MX records, or issues with domain providers like WIX. Follow these steps to diagnose and resolve t ...
1. Create a landing page with messaging you want people to see when they unsubscribe 2. Use the url to the landing page from Step 1 to make a Trigger Link. 3. Replace the default unsubscribe link url with the Trigger Link Click on 1. Marketing ...