Untracked Messages
Emails
Untracked emails are emails received from an email address not associated with a customer card in the CRM.
Open the Conversation tab 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 Conversation tab 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
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!