Start a Conversation

You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company.

To start a conversation:

  1. Go to the relevant workspace.
  2. Select a record or transaction from the filter list.
    The Messages pane is found on the right-hand side of the workspace.
  3. In the input area of the Messages pane, type your message. If needed, mention a specific person by typing @[name] as part of the text.
  4. Click the paper plane icon or press ENTER to send the message.