Find frequently asked questions for the new CRM 2.0 here.
Release Notes and Updates
- March 2023 Release Notes (US SENATE)
- January updates
- Update for November 2022
- Update for October 5, 2022
- Update for June 14, 2022
- Update for April 25, 2022
- How do I view an in-app notification?
- How do I comment on a conversation?
- How do I share a conversation?
- How do I reply to a campaign?
- How do I reply to a single Inbox conversation?
- How do I move a reply to a conversation back to the Inbox?
- How do I update an additional contact in a service request?
- How do I enable notifications for services?
- How do I find my Service requests?
- How do I navigate Services?
- How do I use filters (search) in the Services?
- How do I use pivots (tabs) in a Service Request?