Everything you say to a prospect is kept on their timeline: emails, phone calls, messages, notes, tasks and meetings. Your team opens the prospect and sees the whole story in one place.
This section covers:
- Call: logging a phone call, its outcome and the follow-up.
- Email: sending an email, a template or a sequence to a contact.
- Templates, Sequences and Short-codes: the ready-made texts you send, all under "Communications" in the left menu.
To send email you first connect your own mailbox: see Email integration.
To work through every conversation with your prospects on one page, see Inbox; for your tasks and meetings by day, week or month, see Calendar.