SMS & WhatsApp Inbox
Accessing the Mercuri Inbox
The Mercuri Inbox can be accessed from the following areas in Pipedrive:
Header Bar: Click on the Mercuri SMS & WhatsApp icon in the top navigation bar.
Deals Page: Open any deal and select the Mercuri Inbox from the right-side panel.
Contacts Page: Navigate to a contact’s profile and start a conversation directly.
1. Accessing from the Deals Page
Steps to Start a Conversation:
Navigate to the Deals section in Pipedrive.
Open an existing deal where you want to communicate with the contact.
On the right-side panel, locate and open the Mercuri Inbox.
Click Compose Message to initiate a conversation.
Select the contact's phone number and communication channel.
Type your message and send.
Key Features:
Keep track of all conversations linked to specific deals.
Automate follow-ups and notifications based on deal status.
Improve sales workflows with integrated messaging.
Accessing from the Header Navigation
Steps to Start a Conversation:
Click on the Mercuri SMS & WhatsApp icon in the top navigation bar.
The Mercuri Inbox will open, displaying active and closed conversations.
Click Compose Message to start a new conversation.
Select the recipient’s phone number.
Choose the communication channel (SMS or WhatsApp).
Type the message and hit Send.
Key Features:
Quickly view all active and closed conversations.
Search for past messages using the search bar.
Manage message notifications in real time.
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