Threads
The contact lives here.
SMS, email, and the desk land on the person. The CRM stays in the background.
Open the person.
The name, the plan, and every message stay on one record. A new channel does not make a new contact.
Record
MC
Maya Chen
Trial · Bondi
- Phone
- +61 400 210 448
- maya@studio.test
- Plan
- Trial
- Club
- Bondi
SMSEmailDesk
Asked to move tomorrow to Friday.
Maya Chen
Same record · SMS
Maya · SMS
Can I move tomorrow to Friday?
Skedyul
You're in for Friday 6:15 at Bondi.
The CRM is the background.
Boards and lists are how you look across the floor. The contact still lives on the thread.
CRM
How you look across the floor.
Lead
Jordan Lee
Priya Shah
Trial
Sam Walsh
Chris Adeyemi
Member
Maya Chen
Ava Chen
Paused
Noah Park
Lena Ortiz
Record
Where this contact lives.
MC
Maya Chen
+61 400 210 448 · maya@studio.test
Maya · SMS
Can I move tomorrow to Friday?
Skedyul
You're in for Friday 6:15 at Bondi.