Managing a team with multiple clients can be challenging. Fortunately, LocalMessages’ team features help you stay organized by tracking clients and conversations, ensuring nothing slips through the cracks!
Assigning a Conversation to a Teammate
At the top of a conversation, locate the label that says "Unassigned."
Click on it to select the team member you want to assign the conversation to. For example, you can assign it to OneLocal Support
Once assigned, the selected team member will see this conversation in their queue when they log in. They can also view:
Conversations assigned to them
Conversations assigned to teammates
Unassigned conversations
Leaving an Internal Note in a Conversation
Internal notes are a great way to document important details, such as a customer’s prior call or specific needs. Here’s how to leave an internal note:
Click the Internal Note button in the conversation view
Type your note in the provided space
Internal notes appear in yellow, making it easy to distinguish between internal communication and customer-facing messages.
By using these features, your team can collaborate effectively and ensure seamless communication with clients!
If you have further questions, reach out to our OneLocal support team through the orange chat bubble in the bottom right corner of your screen. We're here to help!