Create a Conversation

Use these steps to create a conversation.

To create a conversation:

1. Under the Setup menu section, go to Conversations > Conversations.
2. Click + New Conversation.
3. In the Create Conversation wizard that displays:
   1. Enter a conversation type in the Conversation Type field or use the dropdown list to select a conversation type. This is a required field.
   2. If needed, fill out the other fields in the wizard.
4. Click Create Conversation.