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Team Communication · Module 16

Internal Messaging

Ask a Teammate Without Leaving the CRM

Send a quick direct message to a coworker right inside the CRM. No switching to a separate chat app just to ask a fast question about a record.

⏱ ~8 min to complete80 pts available🏅 Badge: Team Connector

About & Business Case #

Why a quick question shouldn't need a new app #

DK
Dev Kapoor · Sales Rep

"I'm looking at this deal right now, and I just need to ask my manager one quick question. I don't want to open a separate chat app, find her name, and lose my place in the CRM."

Internal Messaging is a simple, private, one-to-one chat between two teammates, built right into the CRM. It's for quick questions between coworkers — not for talking to customers.

What you'll be able to do

Have fast, in-context conversations with teammates, without ever leaving the CRM tab.

Implementation #

Not the same as Marketing #

Internal Messaging is a one-to-one chat between two people who both have a login to your CRM. For example, you and your manager, or you and a teammate in another department.

Important difference

Marketing (campaigns) is a different, separate feature that sends SMS, WhatsApp, and email messages OUT to customers and leads. Internal Messaging is not that. It never leaves the CRM, and it's only ever between people on your own team.

Conversations listThe left side shows everyone you've messaged, with their newest message and an unread count.
Start a new chatClick "New" and type a teammate's username to start a fresh conversation.
Message updatesThe conversation refreshes on its own every few seconds, so you'll see new replies without reloading the page.

1 Send a message to a teammate #

Open MessagesGo to the Messages page from the main menu.
Click NewType the username of the teammate you want to message.
Type your messageWrite a short question in the text box at the bottom of the screen.
Send itClick Send, or press Ctrl+Enter, and watch it appear in the conversation.

How to Use #

Day-to-day: everyone #

Ask a quick question about a recordKeep the CRM open, message your manager or teammate, and get back to work without switching apps.
Check unread countsGlance at the conversations list to see who's replied since you last checked.

What to try next

Look at the Notifications trail — it covers the alert bell that also tells you about new messages.

Quiz #

Test what you learned #

1. Can Internal Messaging send a message to a customer's phone or email?
Yes, it works the same as marketing campaigns' SMS and email
No — it is only for chatting between teammates inside the CRM
2. How do you start a brand-new conversation with a teammate?
Click "New" and type their username
Go to the teammate's user record and click Delete