Purpose
This SOP provides a detailed guide for efficiently managing conversations—via SMS, Email, and Calls—within the RocketCRM mobile app, including how to start new conversations, search and filter them, and access conversation-specific actions.
Procedure
1. Accessing the Conversation Section
Open the RocketCRM mobile app.
At the bottom of the screen, tap the Conversation icon (second icon from the left) to enter the Conversations section.
2. Starting a New Conversation
Tap the purple plus (+) icon at the bottom-right corner of the screen.
Choose between SMS or Email.
For SMS: Type your message and tap Send.
For Email: Fill in subject and body. You can also add CC recipients and attachments before sending.
3. Attaching Files to a Message
While composing an SMS or Email, tap the plus (+) icon next to the message field to attach files.3essage.
4. Calling a Contact from a Conversation
Open an existing conversation.
Tap the Phone (Call) icon at the top-right corner of the screen.
The app will initiate a call to the associated contact.
5. Marking Conversations as Read/Unread
In any open conversation, tap the Envelope icon next to the Call button.
This toggles the conversation between Read and Unread status.
6. Searching and Filtering Conversations
Tap on the Search bar at the top of the Conversations screen.
Below the search bar, apply filters to narrow down results.
Available Filters:
Sort By:
Recent Messages
Unread
Starred
Latest - All
Assigned To:
All
My Chats
Assigned To Me
Unassigned
Last Message Direction:
All
Inbound
Outbound
Last Message Type:
All
Manual
Automated
Last Message Channel:
All
SMS
Email
WhatsApp
Facebook
GMB
Calls
Voicemail
Instagram
Live Chat
Best Practices
Use Starred to flag important conversations for easy follow-up.
Routinely check Unread conversations to avoid missed responses.
Keep your communication channel (SMS or Email) aligned with customer preference.