Guide to Using Bookmarks in Conversations
Introduction 0:01
Presenter: Gary from the Training Department of Home Source Systems.
Purpose: To explain how to add bookmarks, search, and share conversations with team members.
2. Creating Bookmarks 0:17
Bookmarks help segregate conversations with different customers.
They make it easier to find specific conversations.
3. Adding a Bookmark 0:40
Locate the document you sent to the customer.
Click on the 'bookmark' option under the document.
Enter a note to remind you what the bookmark is for (e.g., 'copy of sale to Gary').
Optionally, include a date or time for reference.
Click 'OK' to save the bookmark.
4. Searching for Bookmarks 1:26
After saving, you can search by bookmarks or events.
Click on the options box at the bottom of the screen.
5. Viewing the Message Event Timeline 1:37
Select the option to view the message event timeline.
This will display all items in your conversations, including bookmarks.
6. Managing Bookmarks 2:03
You can:
Add to the existing note.
View the event associated with the bookmark.
Eliminate the bookmark if it is no longer needed.
7. Using Quick Pop-Up Window 2:34
Access the conversation section in the RPS system or the quick pop-up window.
Add bookmarks from the quick pop-up window as well.
8. Final Steps 3:02
Confirm the bookmark has been added.
Use the quick pop-up to view the event's timeline and highlight the bookmark.
9. Conclusion 3:25
Recap on how to use bookmarks and search for them in conversations.