Communication List
Track all communications with all employees in any department. However, you must have the SALESMANAGER role to access this page, otherwise a regular employee will have access to MY COMMUNICATIONS only.
1. Go to the TOOLS tab
2. Filter according to your needs
3. Once you have chosen your filters -> apply
4. Icons
Department and user
Arrows
Delivered - Undelivered - Open
Email
SMS
Call
Facebook
Mark an IMPORTANT communication *Please note, you can only apply this option to your communications*.
Mark as read or unread *warning, you can only apply this option for your communications*.
Access the client record by clicking on the white line or the grey box of the opportunity