Emails and text messages sent from the system are automatically logged in Correspondence > View correspondence.
Users have the ability to log other correspondence items (emails, calls or comments) on the system and can do so by following the steps listed below:
1. Adding correspondence
Go to Sales properties > View available properties
Locate the required property
Within the Overview column, click on the house icon
Select + Add correspondence
Populate the form as required
Click Submit
2. Viewing correspondence
Go to Sales properties > View available properties
Locate the required property
Within the Overview column, click on the house icon
Click on the Correspondence tab (highlighted in orange below)
All correspondence relating to this property is stored here for ease of reference
To edit a correspondence item, click on the edit pencil icon
To delete a correspondence item, click on the red cross within the Delete column