Internal Messages
Posted by admin - Dec 27, 2011 CRM 0 0 Views : 33 Receive Updates For This Category
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Apr 20, 2012
Messages are internal communications, between users with admin, broker, agent, or employee access to the back end of your website. Your unread Messages are shown on your Dashboard (the most recent ten are shown) and in your Unread Messages, located in the left side of the primary navigation under Tasks. To create a Message, click the “New Message” quick link at the top of any page, or navigate to Tasks and click on “All Messages”, then click the “Create New Message” button just below the Keyword Search tool. Choose a recipient, a subject, the time the Message was taken, a comment, and optionally which lead the Message regards, then click Send Message.
To search for a Message, use the Keyword Search tool in the upper right of the All Messages page, or click Message Search in the primary navigation. This advanced search lets you drill down to specifics such as which lead a Message was associated with, when Messages are sent or updated, and keywords in the Message body.
