Kevin Goodnight Asked:
“How can I tell what’s been sent to a contact so far, like texts, emails, etc.?”
The Answer
You can view a contact’s full communication history in Agent CRM by following these steps:
- Go to the Contacts Tab:
- Navigate to the Contacts tab in Agent CRM.
- Select the Contact:
- Click on the name of the contact you want to review.
- View Past Conversations:
- Once on the contact’s profile, you’ll see a record of all communications, including:
- Text messages
- Emails
- Campaigns they’ve been added to
- Once on the contact’s profile, you’ll see a record of all communications, including:
Why This Feature is Helpful
- Comprehensive Record: See all interactions with your contact in one place.
- Campaign Tracking: Confirm which campaigns the contact is currently part of.
- Improved Follow-Up: Quickly identify gaps in communication or missed opportunities to follow up.
Additional Resources
For more tips on managing contact communication history, explore:
- Blog Post: Keeping Your SMS Communications Compliant
- Blog Post: Importing Leads with Agent CRM: Step-by-Step Guide
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
