Applies To: All (Users, Managers & Admins)

From the "Sales over time" report in Insights, you can find detailed information regarding all of the sales for the month.

View what message prompted a sale


1. Under your report, click the name under the "Sent by" column to review the message history.

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2. After reviewing the information, click the date under Sent At to see the actual message that prompted a sale. You'll be brought to the message in your Conversations module.

Screenshot


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