InsuredMine CRM | Optimize and Grow Your Insurance Agency

Map Text Messages after Adding Contact in Texting

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. 

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