Right now, you can only log a text if sent from the texting module (which is a great feature, and really awesome if you have the texting module) but not every agent has it (or they prefer to send from their own phone # vs a Twilio number), As admins, we will want to have them logging their texts.
So basically in here: I’d want texts to automatically show up as logged (if sent via the texting module) or have a button to add texts manually
Maybe @Phil can mock something up for us quickly using existing styles.
This should also be available for calls, right now you have to go to lead details to log a call
But I would also want to be able to execute that same modal from here: (which exists in several places)
Please capture this for our next CRM session