Zurmo – Creating a Conversation

Zurmo has a highly effective conversation tool within the Inbox that enables communication and collaboration between Zurmo users. Let’s see how it works!

The first step is to make sure you are on your Zurmo Dashboard. By selecting the “Home” button you will be situated on your Zurmo Dashboard.

Home Dashboard

From your Dashboard, you will see several options on the left side of your Home screen that include Home, Inbox, Accounts, Leads and more. Select the Inbox option.

base conversation

After choosing the Inbox option, Zurmo will refresh the screen offering additional choices including Conversations, Missions, and more. To create a Conversation, hover your mouse pointer over the down arrow in the Conversations option. When you hover over the down arrow, Zurmo will present an option to Create a conversation.

create conversation

Select the Create Conversation option and Zurmo will refresh the screen and present you with a new screen to input the details of your conversation.

create conversation detail

At first, the screen presented is abbreviated. Select the ‘More Details’ option to expand the input opportunities on the screen. When you do you will see additional fields such as Attachments, Account, and Opportunity with which to associate the conversation. Complete all fields with relevant data regarding the conversation you would like to create. Note that certain field names such as Subject for example are marked with a red asterisk (*) which denotes a required data field.

To associate a Conversation to a specific Account or Opportunity, place your cursor in the Account or Opportunity field and type the first letter of the Account or Opportunity. For our purposes we used the letter ‘t’ to find Test Account in the Account and Opportunity search. The search is automatic and starts with the input of the first letter. Once Zurmo finds all of the Accounts or Opportunities that start with ‘t’, you will be presented with a drop down box to choose the Account or Opportunity you want to use for this project. For this post, Test Account and Test Opportunity were selected.

Also note that the Create Conversation screen allows for the attachment of files. To add files click on the ‘Add Files’ label in the center of the expanded Create Conversation screen.

create conversation add files

Once you click the ‘Add Files’ label, Zurmo will open your computer’s file structure to allow you to pick the file you wish to add to the task collaboration screen. Zurmo will add a link to the file on the bottom of the task collaboration screen.

Finally. Select the participants you would like to include in the conversation by typing the names of the users in the Participants area to the right of the Create Conversation screen.

participants

Once you have completed entering data in all of the required and other Create Conversation fields, scroll to the bottom of the screen and select Save.

Save

After selecting Save, Zurmo will refresh the screen and present you with a summary screen for your new Conversation.

conversation summary

By returning to the Inbox on the Zurmo Dashboard, you will see your newly created Conversation listed in the Inbox summary.

conversaton final

Congratulations, you have started a new conversation in Zurmo. Zurmo makes collaboration and communication among users fast and easy to use and track!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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