One thread per person
Texts, portal messages and emails with a lead all land on that lead’s timeline, in order, whoever sent them. An agent picking up a conversation someone else started can see what was already said without asking.
Texting
Two-way texting runs from a number provisioned for the business, so replies come back into the CRM rather than to a personal phone. Available on the Team tier.
Portal messages
Registered portal clients message their agent from inside the portal. Those threads sit on the same timeline as everything else.
