The Conversations Widget is essential for optimizing your business’s communication strategy. It provides unmatched visibility by instantly displaying metrics related to unread messages, ensuring that important communications are never missed. Real-time monitoring allows for proactive engagement, enabling prompt responses to client inquiries and leads. Additionally, the widget streamlines the tracking of unread messages, significantly enhancing time management and productivity within your team. This guide will walk you through the process of adding the Conversations Widgets to optimize your dashboard for better oversight and engagement.
Navigate to the Dashboard by selecting it from the left navigation menu.
Look for the Edit Dashboard icon and click on it to customize your dashboard view.
Click on the “+Add Widget” button to explore available widgets.
From the list of options, choose the Conversations Widget you wish to add to your dashboard.
Once added, you can see the widgets on your Dashboard, offering insights into your messages at a glance.
By integrating these widgets into your dashboard, you gain a comprehensive overview of your communication channels, enabling more efficient and effective client interactions.
Q: What if the Conversations Widget does not display any data?
Ensure you have active conversations within the CRM. If the issue persists, check your dashboard settings or contact support for assistance.
Q: Can I customize which messages appear in the Conversations Widget?
Currently, the widget automatically displays all unread messages.
Q: How often is the data in the Conversations Widget updated?
The widget updates in real-time, ensuring you have the most current information on unread messages.
