- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
- Clients - Messages tab
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Messages tab - Client Communications texting, emails, portal chat, communication
Messages tab - Client Communications texting, emails, portal chat, communication
This article provides an overview of the main communication methods available in the Messaging Tab.
You can find more specifics on texting by reading this article.
This video will cover:
- Email through the platform
- Texting
- Portal Chat
Key to email status below
Click here for more information regarding email status.