Automatic addition of contacts to 'Chatta' list when messaging starts
I want contacts to be automatically added to the 'Chatta' (Chat) section as soon as I start a conversation with them from the contacts list. Currently, I have to add them manually to the chat list even after messaging them, which is inefficient.
Comments1
Sara Cocozza
Mar 18
Hi Filippo, have you tried using the Pipeline view? It lets you add columns to better handle this issue
https://help.thesaga.app/en/articles/5108860-structured-sales-process-ssp-your-complete-guide-to-systematic-sales