View Conversation Details
- Search Conversation 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 of the screen.
- To view contact details, do one of the following:
- Click
next to the contact name on the message reply panel and then click the View Details of from the drop-down menu that appears. The record details will appear as a separate tab within the Converse Desk.
- You can also click
and then click View Contact. The Salesforce record appears in a separate browser window.
- Click
The Converse Desk message reply panel displays the last used phone number and Sender ID details for a contact or lead, based on the last message sent.
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.
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