Messages

In simple words

Messages is part of CRM & Sales. Two-way messages with leads and portal users. This guide takes you through it in 6 short steps.

Where it fits in your work — Assign. A rule gives each lead an owner, who is notified and sees a due date.

Before you start

• You need to be signed in to your company's workspace. CRM & Sales appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Messages belongs to Messages & applicants in CRM & Sales. Two-way messages with leads and portal users.

Step by step

1. 1

   Step 1

   Open CRM & Sales

   Sign in and open the CRM & Sales panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Messages”

   In the left menu, click “Messages”. The “Messages” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search leads…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • This is a document request
5. 5

   Step 5

   Add a new one

   Click “Send” to add one. A form opens for the details.

6. 6

   Step 6

   Done

   Two-way messages with leads and portal users.

Tips

• The search box accepts: Search leads…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open CRM & Sales → Open “Messages” → Find what you need → Narrow the list → Add a new one → Done

What it connects to

• Projects

  A won deal creates the client and the project's starting point.

• Finance

  Invoices are raised for won clients without re-entering their details.

• Website

  Website forms feed your CRM directly.

• Social Media

  Campaign results sit next to the leads they brought in.

What you will see on this screen

These are the parts of the Messages screen, exactly as they appear in the product.

Why use CRM & Sales

CRM & Sales replaces crm & lead management software, on the same login and the same data.

• No enquiry slips through — every lead has an owner and a due date
• Stale leads are flagged before they go cold
• See which campaigns actually bring revenue
• Won deals flow straight into clients and projects

Who uses CRM & Sales

• Sales & enquiry teams

  Work leads, log notes and follow up on time.

• Managers

  See pipeline health, stale leads and which campaigns bring revenue.

• HR & recruiters

  Track career applicants with status, notes and resumes.

• Marketing

  Measure campaign spend, attributed leads and ROI.

More in Messages & applicants