Messaging
Inbox, SMS, email, calls, follow-ups
Follow-Up Sequences (Clean Estimate V1)
V1 reference for configurable SMS and email follow-up sequences.
intermediateYour Messaging Inbox
Find, assign, and manage all customer conversations in one shared inbox.
beginnerInternal Notes
Leave notes on customer conversations that only your team can see.
beginnerCompany Calls and Voicemail
Set up inbound calls, return customer calls, and review the V2 web Phone activity workspace.
beginnerSending SMS and Email
How to send manual messages to customers from the inbox, and what they receive.
beginner