The Conversation Page allows you to manage and view the full communication history with prospects, including chat messages, notes, files, and contact info.
Step 1: Login to Outperform
- Log into your OutPerform account.
- On the left sidebar menu, click on the Conversation section.
Step 2: Navigate to the Conversation Page
From the left sidebar menu, click on Conversation.
This will open the Conversation Page, which is divided into three key sections:
- Chat List Section
Shows all recent chats. You can search and select a conversation to open. - Main Chat Section
Displays the message history between you and the prospect contact. You can type and send messages at the bottom. - Contact Info Section
Shows contact details of prospect and available actions (like adding deals, transferring ownership, locking or blocking the conversation).