Reply or leave a private note
Answer the customer, or write a note only your team can see.
In Salescom: Conversations > (a chat)
Open a chat and write in the box at the bottom.
- Reply sends your message to the customer.
- Private note is only seen by your team. Type
@and a name to notify a teammate.
The buttons on the right edge open the contact panel (details, past chats, notes and shared files) and Rachel's side panel. Press Alt+O to show or hide the contact panel.
Need a reply written for you? Open Rachel's side panel and ask it to suggest one.