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How to Navigate Activity Cards in Conversations
5 months ago
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How to Navigate Activity Cards in Conversations
Join Tina as she walks through the functionality of activity cards within the Conversations tab. Learn how to manage notifications for appointments, pipeline changes, invoices, and Do Not Disturb settings to keep track of important client interactions.
00:00 Introduction to Activity Cards
00:39 Understanding Opportunities
02:07 Booking and Managing Appointments
03:12 Sending Invoices
03:37 Handling Do Not Disturb (DND)
03:57 Conclusion and Final Thoughts
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