Keeping track of a customer’s communication preferences is important, especially when your team is handling calls, texts, or messages throughout the day. This CRM update makes it easier to see when a contact’s preferences change without leaving the conversation screen.

📌 Why This Matters

When someone updates how they want to be contacted, your team needs that information right away. Seeing those changes directly in the conversation helps avoid confusion, reduces follow-up mistakes, and gives everyone better context before reaching out again. It also makes it easier to understand whether a preference change came from the customer or from someone on your team.

✨ What’s New

• Preference updates appear in conversations: Changes to a contact’s communication preferences are now logged directly in the conversation history.
• Works for both sides: Logs are created whether the update was made by the contact or by a user on your team.
• More visibility in one place: Your team can review preference-related activity without switching back and forth between different areas of the CRM.

🛠️ How to Use It

1. Step 1: Open a contact’s conversation inside your CRM.
2. Step 2: Look through the conversation history for logged updates related to communication preferences.
3. Step 3: Review whether the change was made by the customer or by someone on your team.
4. Step 4: Use that context before sending your next message or planning follow-up.

💡 Pro Tip

Have your staff check conversation logs before every follow-up so they contact people the right way and avoid losing sales through preventable communication mistakes.