How to find out which email/SMS has gone to a particular lead in Growth99+?

How to find out which email/SMS has gone to a particular lead in Growth99+?

To check which email and SMS have gone to any particular lead, we need to follow the below steps.

Step - 1

Click on the lead from the "Leads" section.




Step - 2

After that, a lead details page will open up.
Then we need to click on the "Lead Timeline" tab as shown in the below screenshot.



Step - 3

There we can see which SMS or email has gone to the lead.
After that, we can check which text is going through that particular email/SMS.
For example, here if we click on " View Template " below "SMS to new lead" on the lead timeline page, we can see what message is going through that.



Step - 4

Now, if we want, we can change that particular email template/text for "SMS to new lead"; and for that, we need to go to the "SMS Templates" under the "Templates" menu.



To change any particular SMS template, you need to click on the "SMS Templates" under the "Templates" menu the same way.

Step - 5

There you need to choose the "Lead Templates" module like below.



There we can find the template "SMS to new lead" and change it if required by clicking on the edit button on the right as shown in the picture below.





To change any particular email template, you need to click on the "Email Templates" under the "Templates" menu the same way and under "Lead Templates" you can find the desired template as shown below.




Below are the links where you can find how to change the email/SMS templates which will help you while changing the template.


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