Use Action Buttons

There are several actions you can take from this tab relating to communicating with the customer. You can send text messages or emails, create call records, add them to marketing campaigns, and be redirected to the Call Log Report. 

• New SMS: opens the 2-Way SMS chat box for the specific owner. For more information, please see our article Set Up 2-Way SMS.
  
  
  
  
• New Email: opens a pop-up where you can send Canned or custom emails to the owner's address on file.
  
  
  
  
• New Call Record: opens a popup where you can enter details of a call with the customer. For more information, please see our article Call Logs.
  
  
  
  
• Add to Campaign: opens a popup with all your existing campaigns. You can select one or more campaigns to add the owner to. You can also create a new campaign from this module. For more information, please see our articles on SMS Marketing Campaigns and Email Marketing Campaigns.
  
  
  
  
• Call Log Report: clicking this will forward you to the Call Log Report.
  
  

Related Resources

• Owner Communications Tab Topic Outline
• View the Communications Tab How-To
• Filter and Sort the Communications Tab How-To
• View Message Stats How-To