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Viewing Untracked Emails & Texts
Viewing Untracked Emails & Texts
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Written by Genius
Updated over 5 months ago

Emails

Untracked emails are emails received from an email address not associated with a customer card in the CRM.

  1. Open the Conversation tab on the left side of the screen

  2. At the bottom of the window that opens, click "Emails (#)"

  3. 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.

  1. Open the Conversation tab on the left side of the screen

  2. At the bottom of the window that opens, click "Texts (#)"

  3. You will be in your "Untracked Text" inbox page

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