Using Search Features in Conversations
1. Introduction 0:01
Presenter: Gary from the Training Department of Home Source Systems
Purpose: To explain how to use search features in conversations.
2. Review of Previous Video 0:10
Recap of searching events in conversations.
Accessing the events timeline icon from the options bar.
3. Searching Events in Conversations 0:33
Click on the events timeline icon to view attachments and items added to conversations.
4. Keyword Search Feature 0:51
Introduction of the keyword search feature.
Enter a keyword in the search bar to find relevant conversations.
Example: Searching for "quote" will display all conversations containing that word.
5. Best Practices for Keyword Search 1:16
Suggestion to use specific customer names in the conversation text.
This practice helps in easily locating conversations related to that customer.
6. Conclusion 1:37
Closing remarks expressing hope that the information was helpful.