Managing Conversations

Work the left-hand list, keep the right people as members, and read delivery status on the thread.

List (left)

Sorted by last message. Each card shows name, snippet, inbound/outbound, current stage, time, and member avatars.

Filters:

• Unread only — conversations with unread messages for you (you must be a member)
• Individual vs Group
• Users — filter by conversation member(s)

Device Handoff can also focus the list on your handoff conversations. See Device Handoff.

Thread (center)

SMS, email, and calls share one timeline. Multiple thread badges appear when there is more than one thread (for example individual + group).

Top actions:

• Mark as unread
• Add members
• View the identity in use

Medium icons mark email and phone; the default bubble is SMS. A small user icon on outbound bubbles shows who sent it.

Details (right)

Owner, star, summary, fields, change log, communication preferences, and Activity. Same record as Prospect Details.

Common questions

No unread badge? You are not a member. Open the thread → Add members → add yourself (or ask someone to).

Wrong identity on the thread? Start a new send with the identity you want, or check Identities if you need a different number/email assigned.