Use the Owner Communications Tab (How-To)

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Use the Owner Communications Tab

  1. Navigate to the Owner Profile.

  2. Click on the Communications tab.

    Communications tab highlighted in menu.

  3. You will see a chronological list of all emails and SMS your business has had with the customer.

    • Categories included are: SMS, Call Log - Inbound, Call Log - Outbound, Email, Marketing Campaign, Checkout Survey, and Lead Forms.

      Communications dashboard with message logs.

  4. You can click to expand emails to see what was sent to the owner.

    Email invoice from Happy Wags with view link.

 

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