Page Navigation:
NOTE: View the graph at the top for the daily send/received sms text messages.
NOTE: View a list of the contacts who send/received sms text messages.
View Contact:
Step 1: Click on view Contact on the far right as shown above.
NOTE: View the Contact Details at the center and edit contact if needed.
Step 2: Add Opportunity or add Appointment on the top right fields as indicated below.
Step 3: View the Activities section at the bottom and click to view Conversation, Call Logs, & Notes.
Step 4: Send sms text messages to the contact through the Conversation section.
Step 5: Add important notes in the Notes section to follow up on.