Communications Overview
The Communications section centralizes all lead interactions in one place โ incoming and outgoing messages, and a log of all phone calls.
Conversationsโ
The Conversations inbox shows all message threads with leads. It functions as a unified inbox for:
- Replies to automated emails (if your SMTP is configured to receive replies)
- Manual messages sent from the lead detail view
Go to Communications โ Conversations to view all threads.
From the conversations view you can:
- Read and reply to messages
- Filter by status (open, resolved, unread)
- Assign conversations to team members
- Mark as resolved
Call Logโ
The Call Log records all phone interactions with leads. Go to Communications โ Call Log to view all call records.
Each call log entry contains:
| Field | Description |
|---|---|
| Lead | Which lead this call was with |
| Direction | Inbound or Outbound |
| Duration | Length of the call |
| Notes | Notes recorded about the call outcome |
| Date/Time | When the call occurred |
Logging a Call Manuallyโ
- Open the lead detail view.
- Go to the Activity tab.
- Click Log Call.
- Fill in direction, duration, and notes.
- Save.
The call appears in the lead's activity timeline and in the global Call Log.
Activity Timelineโ
Every lead has an Activity tab showing a chronological timeline of all interactions:
- Form submissions
- Emails sent (automation and manual)
- Stage changes
- Tag additions/removals
- Score changes
- Call logs
- Notes added
- Task completions
This timeline gives your team complete context on every lead without digging through multiple sections.