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Inbox & messages

Talk to your team in Team chat

Message your colleagues in channels or one-to-one, and discuss a lead in its own thread.

Where to find it: Menu → Team chat For everyone 5 min

The steps at a glance

1Open Team chat2New channel3Message someone4Discuss a lead
Step 1 of 4
  1. In the menu on the left, tap Team chat. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KMenuHelp deskMailUploadsTeam chatLive chatBoardsDeadlines
  2. Tap New channel, type a Name (like sales-team), tick Private if needed, then Create channel.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KNamesales-teamPrivateCreate channelTeam chatNamesales-teamPrivateCreate channel
  3. Tap New message and choose a teammate for a direct message.

    companyflowhq.com/chatCompanyFlowHQHelp deskMailUploadsTeam chatLive chatBoardsDeadlinesTeam chatSearch ⌘KNew messageSam PatelonlineTeam chatNew messageSam Patelonline
  4. On a lead, tap Discuss in Team chat. It opens a thread just for that person.

    companyflowhq.com/leadsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsLeadsSearch ⌘KDiscuss in Team chatLeadsDiscuss in Team chat

✅ How do I know it worked?

  • Your message appears and teammates see a red number on Team chat.

⚠️ Common mistakes

Problem“Team chat is switched off”.FixAn owner or admin can switch it on in Settings → Business type & lead fields → Modules.
ProblemYou can't see who's online.FixYour admin chose who can see that in Settings → Team chat → Who can see who's online.

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