How will I know if the Welcome Email and SMS has been sent to my customer?

Support

There are two ways you can check to see if the Welcome Email and SMS has been sent to your customers.

1) Go to Leads.

2) Find the lead that you want to check.

3) Click on Activity History

From here you should be able to see an activity log of when the Welcome Email and SMS was sent.

Alternatively, you can also check by clicking on the Client Profile tab and hovering over the (i) icon. This will tell you it was last sent.

If you have any questions or suggestions, you can contact us at support@effi.com.au.