Related Articles
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
How to Create a Note from a Message
You may want to create a Note from a message you received or sent to a client. Instead of copying and pasting the information into a new note, you can create one directly from the message. To create a note from an entire Message thread: Click on the ...
How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message. To Create a Task from an entire Message Thread: Click on the ...
Archiving Messages on Mobile App
Note: Only Messages in your Inbox can be archived. Tap on the Inbox tab. Tap on the Message that needs to be archived. Tap on the Archive icon in the upper-right corner of the screen.
How to Send a Message (Mobile)
Step-by-Step: Tap the plus sign (+) icon at the bottom of the screen. Tap Compose Message. Select a recipient and Account. Create a subject line and compose your message. Click Send. If the recipient responds to you, you will receive a push ...