The Conversation List page appears when you click Conversations on the main Customers page, which comes up when you select the Customers icon at the upper-right side of the Connect interface. You'll use the Conversation List page as your starting point to both create new conversations and edit existing ones.
All the existing conversations of the user's department are displayed. For example, if you are a user assigned to the Sales department, the Conversation List page will display only the conversations that belong to the Sales department. If you are a user assigned to All Departments, then all the conversations of all the departments are displayed.
If you have not yet created a conversation in Connect, this window appears blank, except for the Create a New Conversation button. If you have created conversations, a list will appear that displays the Conversation Name, the number of Customers associated with the conversation, the Department the conversation belongs to and the date the conversation was Last Modified.
To Create a Conversation
Click the Create a New Conversation button. The system will bring you to the Conversation Edit page, where you can define basic information for a conversation.
Once you have created the conversation, it is automatically associated to the user's department. If the user has access to All Departments, the user is allowed to choose from the existing departments.
To Edit an Existing Conversation
Click the name of that conversation in the Conversation Name column. The system will bring you to the Conversation Edit page, where you can edit or update the details of the conversation as necessary.
To delete an existing conversation click the delete (trash can) icon associated with the conversation on this page. Connect will not allow you to delete conversations that have been linked with campaigns.