Assign a chat and add labels
Give a chat to a teammate, and tag it so it is easy to find.
In Salescom: Conversations > (a chat)
In a chat, use the panel on the right to:
- Assign it to a team member or a team. You can also right-click a chat in the list and assign it from there.
- Add labels, such as
hot_lead. See Labels. - Change the status to Pending, Snoozed or Resolved.
New chats can be assigned for you. See Share chats evenly.