Communication
Conversations
Review message history in a CRM record context
Conversations organizes supported email and outreach communication into threads that can be traced back to people, businesses, prospects, or deals
What this workspace includes
- Conversation list
- Thread history
- Participants and sender
- Related CRM context
Complete workflow
- 1
Choose a thread
Open the relevant conversation
- 2
Read history
Review prior messages and timing
- 3
Open related context
Check the record before responding
- 4
Reply or create follow-up
Keep the next action visible
How records and settings behave
- Messages remain in their thread
- Record context appears when matched
- Sender availability follows mailbox configuration
Working effectively
- Read from the beginning when context is unclear
- Keep one subject per thread
- Use tasks for promised follow-up
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Conversations?
Open the relevant conversation
When is my work saved?
Messages remain in their thread
How do I confirm the result?
Return to the related list or detail view and review its current status. Sender availability follows mailbox configuration