Daily Conversations Workflow
Quick Recap of this Process
Step 1) Process all unread messages
- Look at unread messages
- Respond to messages and/or call contact
- Update opportunity stage (bottom right)
- Click "Mark as read" (Top right)
Step 2) Complete all manual actions
- Click on manual actions (top inside the conversations section)
- Complete all actions for the day
- Either click the gree "Let's Start" button in the top right
- Or click onto each contact, complete the action, and click the trashcan next to their name
Step 3) Complete all task surveys (In progress)