How do I log a new conversation (Phone Call, Postal Mail, Other, etc.)?

Help Author

Click the Create New icon and select Conversation from the drop-down.
Enter person's name or email in the From search field. Matches will start listing and narrowing as you enter the name or email.
Click to select person or if no match, click Add new person.
Select the appropriate Channel radio button--Phone, Postal mail, or Other.
In the Message field, enter details of phone conversation, scan and attach postal mail, or enter other information.
From the Assignee drop-down select the user who will be responsible for replying.
Click in the Tags field to apply one or more tags, if needed. As you enter the tag name matches will list.
Click the Save button.