Looking for a message you sent last week? Or checking if a client ever received your proposal email? Message History shows every email and SMS sent from your account in one place.
The Message History page shows all communications with your clients, both emails and SMS messages. You can search by recipient name or email address, filter by message type (email or SMS), and choose to see all messages, just ones you sent, or only client replies.
From the message list, you can reply directly to a client or click the linked lead, booking, or proposal to jump straight to that client's record. Individual booking messages are also available on the Messages tab of each booking.
Sales - Messages
Most of your early conversations with a client happen before they book: the reply to a new lead, the proposal email, the follow-up a few days later. Message History keeps all of those in one searchable list, so you don't have to open each lead or proposal to find out what was already sent. Each message links back to its lead or proposal, so one click takes you to the record when you're ready to follow up.
