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.

Did this answer your question?