The text and the paper trail

Email plus a text gets answered more than email alone. And a note on every record means the next person who opens it knows exactly what happened. Ervona does both, automatically, on every pass.

Texting (Ervona Desk)

1. Write your text message in the template. It personalizes just like email.
2. In the popup, pick Email + Text (or Text only) as your channel.
3. Ervona uses the texting tool that's already in your CRM: opens it, types the message, sends, moves on.

It finds your texting tool on its own. If your setup is unusual, turn on the Texting module at ervona.ai/account → CRM and show it the buttons once (~20 seconds). After that it's rock solid.

Notes

With notes on, every pass writes a short note on the record: what was emailed, what was texted, when. Open any lead and the story is right there. Same deal as texting: works on its own, and you can map it once for extra reliability.

Fixing one piece

Each record type shows its own mapped/unmapped state on the settings CRM tab, with a red × to redo just that one. Nothing else moves.