Create a Layout

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Click Conversations on the left.

  4. Click Converse Desk Layouts tab.

  5. Click Create New Layout in the Configure Converse Desk Layout section. The Create New Layout pop-up window appears.

  6. Under the Layout Name type a name for the layout.
  7. Under Conversation Filters, select the filters for categorizing conversations.
  8. Under Global Filters, select the filters for viewing the conversations.
  9. Select the user or profile names for whom the layout will be available in the Select Users, profile field.
  10. Click Save. The new layout is found in the Configure Converse Desk Layout list.
  11. Click Save Changes at the bottom of the Converse Desk Layouts tab page.

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