Create a Conversation
Use these steps to create a conversation.
To create a conversation:
- Under the Setup menu section, go to .
- Click + New Conversation.
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In the Create Conversation wizard that displays:
- Enter a conversation type in the Conversation Type field or use the dropdown list to select a conversation type. This is a required field.
- If needed, fill out the other fields in the wizard.
- Click Create Conversation.
Parent Topic: Conversations Procedures