Rocket Matter Knowledge Base MessagesHow to leave a Phone Message for a Rocket Matter User (Atlas version)

How to leave a Phone Message for a Rocket Matter User (Atlas version)

1.  Click "+ Add New" from Dashboard or any Rocket Matter screen.

2.  Select "Message".

2.  Select "Message".

3.  Fill in 'New Message' dialogue box.  

3.  Fill in 'New Message' dialogue box.  

4.  Click "OK" to send the message to the recipient.

4.  Click "OK" to send the message to the recipient.

The recipient can view their Message by clicking "Messages" on their side Navigation Panel.

5.  Phone Messages are stored inside the Contact record of the Caller's Name.

5.  Phone Messages are stored inside the Contact record of the Caller's Name.

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View the FAQ in Rocket Matter Classic:  How do I leave a Phone Message for someone else in my firm?