Conversations in the Mobile App

The Conversations section in the Mobile App allows you to view and manage ongoing conversations directly from your mobile device. With the option to filter, archive, star, or delete conversations, managing conversations on your mobile device has never been more convenient. 

Access Conversations 

Open the mobile app and navigate to the conversations section. 

Search 

Use the search bar to look for a specific contact by entering a few characters of their name, email address, or phone number.

Filter

Apply the filters to refine the results according to your preferences. Navigate through the filters row by scrolling or select the filter button to access additional filtering options.

Frequently used filters can be saved as quick filters for easier access within the Filter modal. This allows you to quickly apply commonly used criteria without configuring them repeatedly.

Once saved, you can access your quick filters by clicking the quick filters button.

Initiate a New Conversation

Reach out to your contacts by clicking the “+” icon.

This gives you the option to send an SMS, email or create a group chat.

Quick Actions

Perform essential tasks with ease by using the Quick Actions button. These tasks include:  Sending an email or review request, creating an invoice, adding a contact by clicking the Quick Actions button, and more!

Additional Actions 

Swipe left on any contact to star or archive the conversation. Click the More icon to perform other actions.

These other actions include marking the conversation as unread, viewing contact information, or permanently deleting the conversation.

For batch actions, press and hold a conversation card to select it. Add additional contacts by tapping the radio button beside their name, email address, or phone number. Once your selection is complete, use the lower panel to apply the desired action.

Conversation Card Actions

Within a conversation card, access a range of features by selecting the contact and clicking the Actions menu. Available options include: scheduling an appointment, creating an opportunity, sending a review request, viewing contact activity, or deleting the conversation.

By utilizing these features, managing conversations on mobile is not only easier but also more comprehensive and user-friendly. Update your mobile app to the latest version today to elevate your communication capabilities.