Search Conversations
- Search Conversations using Global or Conversation Filters. The conversation message list appears.
- Click the contact name of the conversation recipient. The conversation reply panel appears on the right hand side of the screen.
- Assign a conversation to another user. For more details, refer to the section on Assign Conversations.
- View related conversations
- Close a conversation
- View contacts
- Edit Contacts
- Create new task
- Create an opportunity
- Create an event
- Create a Case
Click 
next to the contact name and then click Show All Messages Sent/Received, To/From from the drop-down menu that appears. The reply pane will display all the relevant messages belonging to the selected contact. You can click Reset to revert to the default view.
next to the contact name and then click Show All Messages Sent/Received, To/From from the drop-down menu that appears. The reply pane will display all the relevant messages belonging to the selected contact. You can click Reset to revert to the default view.3. Click the icons on the top right of the reply panel to perform the following tasks:
| Icon | Description |
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Click to get a detailed view of a conversation. |
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Click to do the following: |
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Click to execute CRM actions on a record. You can do the following:
CRM Actions that are made available to you may vary depending on your organizational requirements and the configurations made by your Administrator.
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