Communication history

To maintain a context for all the communications with a client and take all the other activities and interactions with the client into account, all the messages are duplicated as comments into the feed. The messages are in the opposite order compared to the usual messengers. The most recent ones are on top:

To not lose track of the comments you need in the feed, you can pin them using a paper clip. You can pin up to three comments.

Where the client came from

In the "More" section of a lead's or client's card, the source – transport – is shown, as well as the name of the channel through which the client got into your CRM. When working through OC, the source will not be shown.