Conversations

The inbox for SMS, email, and calls on one timeline. Three panes: list (left), thread (center), Prospect Details (right on large screens).

Path: main nav → Conversations

The header also has prospect search, Import, and Add Prospect.

Lessons in this group

• Managing Conversations
• Sending Text Messages
• Schedule a Text or Email
• Sending Emails
• Email Signatures
• Making Phone Calls
• Text Templates
• Email Templates
• Snippets

Start a conversation when none exists

Type a message, then Start Conversation:

• HiringCenter Identity (recommended) — send from an identity, including a linked Gmail/Outlook mailbox
• Device Handoff — queue a send from a phone

Membership and unread

You only get an unread badge if you are a member of that conversation. Non-members can still open the thread. Use Add members on the thread to include teammates who should see unread alerts.

Delivery checks

• 1 check — sent
• 2 checks — delivered
• Red ! — failed