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Inside a conversation, tap on the picture next to its title. The Info screen opens, allowing you to:

  • Mute the conversation for a period of time Schedule: calendar opens enabling you to schedule a conference in the participants' calendars
  • Emailyour email client opens enabling you to send a customized email invitation to all the members
  • Search: search field opens letting you search through the conversation 
  • Add more participants
  • Leave the conversation

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Tap on a participant to:

  • View profile
  • Send message 
  • Delete member

When you tap View profile, you get the following options:

  • Call the participant
  • Start a conference
  • Send a private message
  • Schedule event
  • Send email invitation
  • Delete member

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In case of a Salesforce/ HubSpot contact, you also have the following options:

  • Open the contact in Salesforce/ HubSpot
  • Create Task
  • Log Activity 
  • Create a new lead (via Wrong match? button)

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Tap More (three dots) to:

  • Turn off notifications: lets you mute conversation for a period of time 
  • Edit the title title and description of the conversation
  • Send email invitations to all the participants
  • Schedule an event in their calendars

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  • Leave conversation

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Start a conference or schedule an event 

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  1. Inside a conversation tap on the picture next to its title
  2. Tap More (three dots) and tap Schedule event Schedule 
    • Make sure you select the correct calendar when scheduling an event from the mobile app

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One-on-one conversations

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  1. From the conversation, tap on the picture next to its title to open the Info screen
  2. Tap on the person and tap Send message

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Conversations features: reactions, quote, forward, edit, delete, tagging, file sharing

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