Conversations is a great tool that comes as part of the Client Relationship Builder that allows you to send messages to your clients or potential clients. There are two ways you can start a conversation with a client or potential client: through your CONTACTS tool or through your form submissions.
In order to start a conversation from your Contacts, first click on the CONTACTS icon and click on the name of the person you'd like to start a conversation with.
From there, click on the CONVERSATIONS tab, then click on START CONVERSATION.
After you click on START CONVERSATION, you'll be able to enter your SUBJECT and MESSAGE.
Once you've entered your subject and message, click on SEND.