Messaging from the portal
On the My Agent view, clients see their agent and a message thread. Anything they send lands directly on their GenieCRM™ lead record — no separate inbox, no lost context.
What the agent sees
The conversation appears in the Messages card on the lead profile in GenieCRM™, and the agent receives an instant email notification with a one-click View & Reply link for every new client message.
Why it beats email threads
Because the thread lives on the lead record, any team member with access sees the full history alongside notes, tasks, and pipeline stage — follow-up never depends on someone forwarding an email.
