Chat

The second menu item, on the left panel navigation, is “Chat” and appears in the default home page of the CRM (Screen – CRM FAB Builder). Chat module allows the business to send the messages based on segments, groups, or in bulk. One can compose a message with attachments and also send a message template.  

The chat module allows users to manage all communication-related configuration within the CRM. It provides the tool to perform the following tasks successfully 

• Compose and send a message through different sections of the chat module 
• Access, configure, and send a template message. 
• Edit contact details of different sections of the chat module 
•  Archive / unarchive details  
• View the people listed within in segment andthe users section 
• Allows sharing the contact details 

Chat provides the following four tabs in the left panel.  

• Message  
• Users  
• Segment 
• Groups  

This is a right panel screen that displays the same details as the CRM home page.