Creating a New Conversation on the Dashboard

1. In the Dashboard under "My Conversations", click "New"
   

1. Then you will be prompt to title the conversation and select the participants (if you do not see the name of the participant you are looking for search for their name in the search bar)
2. Click "Create Conversation"

1. Then type the message you would like sent to the participant and press "Send"
2. The participant will get a push notification on their phone which will prompt them to reply 
   

• Related Articles

• Creating a Public Conversation on the Dashboard

  Click "Conversations" Click "+ New" Enter Title and check "Public" Optional: Select Participants Click "Create Conversation"

• Creating a New Conversation in the App

  First find the "Conversations" tab on the menu Then press the "+" in the top left corner You are then given the option to "Name your conversation"  Then you can search to Find the Participant you would like to message (you are able to choose more ...

• Creating a Public Conversation on the App

  Click on "Conversations"  Click "+" to create a new Conversation Enter Information and Select Participants Check "Public" then "Create"

• Adding Accounts to Dashboard for New Contacts

  Click Accounts>Dashboard Click "+ New" near right-hand side. Click "+ Create account(s) for new contact(s) Enter first name, last name, email, account type, contact type Click "Create Accounts"  *To add more than one account at a time, select "+Add ...

• Joining a Public Conversation on the Dashboard

  Click "Conversations" Click "Join" Find Conversation you wish to join Click "+Join"