Accessing messages and starting a conversation

You can access messages by clicking on Inbox in the navigation bar or by clicking on the Notification bell in the top right corner of the screen.  To start a new conversation, click on the icon with the pencil in the lower right of the screen.

 

Send a message or create a conversation

To send a message, follow these steps:

  1. To start a new conversation click on the icon with the pencil in the lower right of the screen.
  2. Choose which of the entities within your business the conversation relates to
  3. Add the people or person you would like to talk to. If you would like to include someone who is not on the Connect platform you can add them by typing in their email address
  4. Choose a topic
  5. Write the subject
  6. Click Create conversation
  7. Type your message, attach any documents and then click Send                                     
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