Workflow Actions: How to Edit Conversations in Aesthetix CRM | Aesthetix CRM

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Workflow Actions: How to Edit Conversations in Aesthetix CRM

Improve your customer interactions with this essential guide on editing conversations in Aesthetix CRM. This article offers a step-by-step approach to modifying conversation entries, allowing you to correct errors, update information, and maintain accurate records of client communication. Learn the best practices for editing conversations to enhance clarity and context, ensuring your team has the most relevant information at their fingertips. Ideal for customer service representatives and CRM users, this guide will help you streamline communication processes and foster stronger relationships with your clients in Aesthetix.

1. Firstly, click on "Marketing".

1 Click on the element.

2. After that, click on "Workflow".

2 After that, click here.

3. After that, add action.

3 After that, click here.

4. Next up, select on "Edit Conversation".

4 Next up, click on "Edit Conversation".

5. Select edit conversation.

5 Click here.

6. Select "Mark as read or unread".

6 Click on "Select".

7. Click on "Archive or Unarchive".

7 Click on "Select".

8. Click on "Save Action".

8 Click on "Save Action".

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