Reply to a Message

  1. Search for the message to which you want to send a reply. 
  2. Refer to the section Work with Converse Desk for more details about searching the message.
  3. Click the message. The message reply pane appears displaying all the related conversations.
  4. 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.
  5. Review the message trail, and type a reply.
  6. All other features and character limit restrictions shown during sending a new message remain the same while replying to a message as well.
    Fields Description
    Click to execute CRM actions on a record. You can do the following:

    • View Contacts
    • Edit Contacts
    • Create New Task
    • Create an Opportunity
    • Create an Event
    • Create a Case
    CRM Actions that are made available to you may vary depending on your organizational requirements and the configurations made by your Administrator.
    Click to select from any of the following actions:

    • 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.
    icon_expvu Click to expand the conversation thread details and view it as a separate thread.
    Click to close the message reply panel.
  7. Click Send.
  8. You have succesfully replied to the message.

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