Chat Full Walkthrough
From getting started with user chat permissions, to creating your first chat and everything in between, here is the full walkthrough.
Click the links below to take you to our Chat micro lessons for more information and a written guide to each -
- Getting Started (Chat)
- Chat Permissions
- Create New Chats
- Basic Chat Functions
- Chat Reactions
- Attach Records / Tasks to Chat and How to Create Records / Tasks from Chat
- How to Edit, Leave, Archive and Unarchive Chats