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How to View SMS and Email Messages From the Client and Lead Dashboard

Explore how to effortlessly access SMS and Email messages from the client and lead dashboard using PROFITCOACH™

Updated this week

1. Click "CRM"

Navigate to the CRM section.

2. Click "Clients"

Access the Clients tab.

3. Click here

Locate the desired option.

4. Click the green arrow next to "Today"

Select the specific time frame.

5. Click here

Click the green envelope to open the message

6. Here you will see the email or SMS message popup

7. Click here

Click the x to exit out of the message

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