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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 over 4 months ago

1. Click "CRM"

Navigate to the CRM section.

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2. Click "Clients"

Access the Clients tab.

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3. Click here

Locate the desired option.

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4. Click the green arrow next to "Today"

Select the specific time frame.

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5. Click here

Click the green envelope to open the message

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

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7. Click here

Click the x to exit out of the message

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