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Download communication history with a prospect

Written by Alexander Stringfellow

How to download a conversation

  1. Open the Command Center and select the conversation you want to download

  2. Click the + icon next to the message box at the bottom of the screen

  3. Click the download icon from the menu that appears

  4. The PDF will download automatically to your device

The downloaded PDF contains the complete message history for that prospect resident, including timestamps and message direction (sent or received).


Important notes

  • The PDF includes all messages in the current conversation thread

  • Files or images shared in the conversation will not be included in the PDF, only the text content

  • The download is generated from the live conversation, so it will include messages up to the moment you click the download icon

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