The real-time presence indicator provides insight into who is viewing or editing a lead profile. Each agent's avatar will appear in the upper right-hand corner of the timeline. As soon as they navigate away from the profile, their avatar will disappear.
Tip: Use Team Mentions to collaborate with team members.
How it Works
FAQs
Will it show if someone is on the phone or currently texting with the lead?
Not at this time, but this is something we are looking to add.
Does this sync with activity with the inbox conversation or mobile presence?
Not at this time, but this is something we are looking to add to tie into both Inbox conversation and Mobile iOS presence detection.
How does it work on Inbox Conversations and iOS?
If you have more than one active team member on an item in the inbox, you will see an indicator in the bottom left of the item in the conversation list and the team member's avatar across from the contact's name.