SMS Overview

This article shows how to use the SMS Overview feature in the CRM to find past individual text messages. It explains how to access the SMS log, filter messages by status or time period, view the details of sent and received messages, and use that information for follow‑up or review.

Step-by-Step Instructions

1. Log into the CRM: Open your CRM platform and enter your login credentials.
2. Navigate to the Overview menu: On the left-hand side menu, locate the flag icon, which represents the Overview menu.
3. Open the SMS tab: Within the Overview menu, click on the SMS tab to access the SMS Overview page.

4. Set your filters: On the SMS Overview page, you can filter messages by:

   • Timeframe
   • Sent By
   • SMS Status
   • SMS Type
   • Sort By

   You can also select multiple options in each filter for a more detailed view.

5. Apply filters: Click Apply Filters to populate the results based on your selected criteria.
6. Review results: Once the results appear, you can view individual SMS messages, including details like sender, status, and content, to get a full overview of messages sent from the CRM.