Untracked Messages
Emails
Untracked emails are emails received from an email address not associated with a customer card in the CRM.
Open the Unreplied Messages drawer on the left side of the screen
At the bottom of the window that opens, click "Emails (#)"
You will be in your "Untracked Email" inbox
Texts
Untracked texts are texts received from a phone number not associated with a customer card in the CRM at the time the text is received. Note: The untracked texts will not append to the customer card when the phone number is added a customer card.
Open the Unreplied Messages drawer on the left side of the screen
At the bottom of the window that opens, click "Texts (#)"
You will be in your "Untracked Text" inbox page
To link Untracked to a Customer Profile:
When in the Untracked section, click on the email or text to view the message contents
In the lower right corner, you will have the following options:
Print- Prints the message contents
Mark As Read- Removes the email or text from the Untracked list
Add as Contact- Opens the Add Customer option that will allow you to create a new customer profile or add the message to an existing customer profile
Notifications
You can receive notifications for untracked messages. These notifications will appear on the Notification bar under the bell icon.
See My Settings for help managing your notifications.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!