How to Forward a Message to a Colleague in Home Source Systems
Step 1: Identify the Message to Forward 0:11
Open the messaging interface.
Locate the message from the customer that you want to forward.
Step 2: Select the Message 0:20
Use the quick action buttons below the message.
Click the checkbox next to the message you wish to forward.
Step 3: Choose the Message to Forward 0:37
Ensure you have selected the correct message (e.g., a quote or conversation).
Confirm that the message is highlighted for forwarding.
Step 4: Send the Message 0:52
Click the send or share button.
A user selection menu will appear.
Step 5: Select the Recipient 1:03
Choose the colleague you want to forward the message to (e.g., Adam).
Note: Only the text message will be shared, not any attachments.
Step 6: Complete the Forwarding Process 1:21
Click the share button to send the message.
Verify that the message has been successfully forwarded by checking the timeline.
Step 7: Accessing Shared Messages 1:33
You can view the forwarded message in the timeline.
Access it through the menu version or the quick action button of Conversation.
Step 8: Additional Sharing Options 1:47
Remember, you can click on any message to share it again if needed.