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Document a Received Text

If you receive a text regarding the account or deal, you can document the text.

  1. From the bottom navigation bar, click Contact and click Received a Text.

The Received a Text section appears.

  1. Choose the Result of the text.
  2. If applicable, choose a follow up date and time.
  3. Type information about the text in the Notes field.
  4. Click Confirm.