Conversations
The relationship stays with the lead.
Conversation history and activity sit on the lead record. If the lead is reassigned, the next person can see what already happened.
On the record
History does not leave with one person.
History
Messages stay with the client, not in a separate inbox that nobody else can find.
Activity
Notes and activity remain on the same record as the conversation.
Reassignment
The record stays intact when a different agent is assigned.
Mobile
The lead profile is available in HouzzatPRO Mobile.
Available communication channels are the ones the workspace has set up. This page does not add new channels.
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