Choose the conversation context
Link the message to its project, or keep company-wide information in the company workspace.
Keep project conversations with the records they concern.
Link the message to its project, or keep company-wide information in the company workspace.
Add a clear subject and message so the next person can understand the context.
Use the saved record and related project information when following up. External messaging services require separate configuration.
Start with a company workspace. Add the people and projects that make it yours.