Conversations overview [in-depth guide]
A conversation in Workamajig is used to document "touch points" regarding clients, vendors, opportunities, projects, and leads. You are able to notify multiple people and link the activity to multiple projects, contacts, companies, etc. to increase the visibility of the necessary information your staff needs to get their job done.
When a conversation is emailed out of the system, it will send a link to view the conversation in Workamajig.
Conversations can be added or viewed from any Today page in Workamajig. Depending on where it is created, the system will automatically default specific links into the new conversation, as well as, give you the ability to see any other conversations and meetings connected to that same link via the history area. This allows your team to quickly access the necessary information needed in order for them to be more effective with their time. They also have access to the documentation of actions taken towards a contact, project, or sales effort.
From the Conversation Listing screen, you are able to view all conversations in the system. It is recommended that your company defines a few subjects related to project and sales to ease the search for the activity across the system. Ex. A project activity may be sent proposals. In this case, I would be able to create a listing that would show me all of the sent proposal activities, who created them, and their completion date.
Setup for conversations [in-depth guide]
Add new conversation [in-depth guide]
Follow-up conversation [in-depth guide]
Managing conversations [in-depth guide]