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Create contact notes from incoming SMS conversation logs

Create contact notes from incoming SMS conversation logs

Your incoming SMS conversations go unlogged, leaving student inquiry and billing context scattered. Capture SMS into contact notes so staff have message context for same-day follow up.

Create contact notes from incoming SMS conversation logs

Overview

When SMS conversations aren't captured in your CRM, admissions and billing staff lose context and follow-up slows. This flow writes every incoming SMS into the contact record so staff have message history available for same-day outreach and reconciliation.

Create contact notes from incoming SMS conversation logs