What is the Messages screen in the CRM?
Messages lists the enquiries on your portal listings as conversations, one per enquiry, each with the listing it is about. Reply there and the person who enquired is emailed.
Choose Messages in the left menu. Each conversation is one enquiry on one of your portal listings, with the messages exchanged on it and a card for the listing it is about, which you can open.
- All shows every conversation. Unread shows the ones where the enquirer wrote last and you have not opened the conversation since; a new enquiry counts as unread, and opening it marks it read for you only.
- Type your reply and choose Send. It is saved in the conversation and emailed to the person who enquired. Replies are limited to 500 characters. If the reply was saved but the email did not go, the screen tells you.
- Archive moves a finished conversation to Archived, and Unarchive brings it back. Archiving hides a conversation; it deletes nothing.
Messages and the Inbox
The Inbox is a separate screen. It keeps one thread per person and also gathers Housing Market Ads leads and the email you send from the CRM; Messages keeps one conversation per portal enquiry. Reading a conversation in one does not mark it read in the other.