Summary

The action buttons on the Communications tab let you send texts and emails, create call records, add the owner to marketing campaigns, and go to the Call Log Report.

Steps

1. Open the owner's Communications tab.
2. Select the action button you need:
   • New SMS: Opens the 2-Way SMS chat box for this owner. See Set Up 2-Way SMS.

     

   • New Email: Opens a popup where you can send canned or custom emails to the owner's email address on file.

     

   • New Call Record: Opens a popup where you enter details of a call with the customer. See Call Logs.

     

   • Add to Campaign: Opens a popup with all your campaigns. Select one or more campaigns to add the owner to. You can also create a new campaign here. See SMS Marketing Campaigns and Email Marketing Campaigns.

     

   • Call Log Report: Takes you to the Call Log Report.

     

Related Articles

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