Reply to a Message
- Search for the message to which you want to send a reply.
- Click the message. The message reply pane appears displaying all the related conversations.
- Review the message trail, and type a reply.
- View Contacts
- Edit Contacts
- Create New Task
- Create an Opportunity
- Create an Event
- Create a Case
- Assign Conversations – Click to assign a conversation to another user. Refer to section on Assign Conversations for more details.
- Close Conversations – Click to close a conversation.
- Related Conversation – Click to view all the related conversations.
- Click Send.
Refer to the section Work with Converse Desk for more details about searching the message.
Click individual icons displayed on the top right corner of the message reply panel for more details.
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.
All other features and character limit restrictions shown during sending a new message remain the same while replying to a message as well.
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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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Click to select from any of the following actions:
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Click to expand the conversation thread details and view it as a separate thread. |
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Click to close the message reply panel. |
You have succesfully replied to the message.
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