Check All The SMS Conversations For Any Particular Leads Or Patient

Check All The SMS Conversations For Any Particular Leads Or Patient

Now you can check the SMS communication history for any particular lead or patient or send an SMS through the two-way text feature to that particular lead/patient; check from the lead or patient details page accordingly.

STEP 1

For leads, you just need to go to the leads dashboard by clicking on the "All Leads" submenu under the "Leads" menu and then you need to click the edit button beside that particular lead for whom you want to check the two-way communication details.





STEP 2

Now you will see the "Lead details" page; there you need to go to the tab "Two Way SMS".




STEP 3 

There on the "Two Way SMS" page, click on the edit button under the "Actions" column and you will be able to see all the communications and also you can send SMS from there if you want.



You will see a screen like below with all the SMS communication history.




STEP 4

The same goes for the patients as well. From the "Patient details" page under the "Two Way SMS"  tab, you can see all the communications, and also you can send SMS from there if you want.

For that, you need to go to the "Patients" submenu under the "Appointments" menu and click on the particular patient for whom you want to check the communications.



You will get to see the "Two Way SMS"  tab in the "Patient details" page, click on it.



STEP 5

Now, under "Actions" click on the edit button as shown and check the communication detail and send SMSs further if you want.



You will see a screen like below with all the SMS communication history.



Thank You!



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