The Communication History tab will allow you to keep a history of all communication between your company and your customer.
You can add additional communication here by clicking + New Communication Note.
- You will select your Communication Type (Phone, E-mail or Note), the date/time and any specifics about the communication.
You can also link your outgoing client e-mails directly to LMN!
Please follow the steps below to link your e-mails:
- Make sure the e-mail address that you are sending FROM is the same e-mail address that you used for your LMN login for your company's LMN Account.
- Make sure the e-mail address that you are sending TO is listed in your Contacts tab for your customer. For more information on Contacts, click HERE.
- Make sure you CC or BCC the following e-mail address: firstname.lastname@example.org
Please allow approximately five minutes after sending for your e-mail to appear in your customer. If your e-mail still does not appear, please click HERE for troubleshooting.