Message is a type of activity where written communications with leads, companies, and contacts are recorded. Each messaging conversation is tracked by being associated with the relevant business process.

Message records can be associated with sales, case, and campaign records. When needed, a sale or case can be created from a message record. Notes and files can be added to message records.

Incoming / Outgoing Message Logic

In message records, the direction of the message is determined as Incoming or Outgoing. Depending on this selection, the behavior of the From and To fields changes.

• Incoming messages
• From: Lead, Company, or Contact can be selected
• To: Only user can be selected
• Outgoing messages
• From: Only user can be selected
• To: Lead, Company, or Contact can be selected
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Depending on the selected direction, the mobile phone information of the record selected in the From or To field is automatically assigned to the message record by the system. This information can be changed manually if needed.

Status Management

When creating message records, the Save as Completed option allows saving directly in completed status. The message status can be quickly updated with the Completed button on the record detail screen. During these operations, satisfaction or outcome evaluation regarding the message can be performed.

Message record can be set to canceled status with the Cancel button.