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)

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