0 1
Reduce the hunt for the last message
Review connected calls, texts, and email history together. Supported social messaging can be included when the relevant accounts are connected.
0 2
Make the next step clear
Assign ownership and agree on response expectations. Internal context helps keep two people from giving the customer two different answers.
0 3
Connect conversation to opportunity
Move from the inbox to the contact and pipeline. Keep enough history to follow through without relying on someone’s memory.
