text mapping Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:29:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico text mapping Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Map Text Messages after Adding Contact in Texting https://www.insuredmine.com/knowledge-base/map-text-messages-after-adding-contact-in-texting/ Mon, 18 Sep 2023 06:58:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21834 You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on the basis of the unknown phone number, you can map all the text messages from the same phone number.   To view the enhancement: Navigate to the text message section […]

The post Map Text Messages after Adding Contact in Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on the basis of the unknown phone number, you can map all the text messages from the same phone number.

 

To view the enhancement:

  • Fill in the details and click on Save
  • You will get a notification saying:
  • Once the contact is created it will be visible in the text section too.
  • If you navigate to the contact section, you will find all the text messages related to this number in the Communications section. 
  • If there are duplicate contacts for the same number, then all the text messages from the particular number will be mapped under the newly created contact. 

The post Map Text Messages after Adding Contact in Texting appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>