Contacting a client contact is vital for maintaining and enhancing your company’s relationship with the client. It helps you understand their current needs, challenges, and business goals, allowing you to provide tailored solutions. Regular contact also enables you to gather feedback on their experience, identify areas for improvement, and make necessary adjustments.
Information: To read more on how to create a contact, click here: Create a Contact.
To contact a person, follow these steps:
- Navigate to the main navigation header bar and click on Contacts.
- You will see the list; select the ones you want to contact and click on the three-dot button on the top right side of the screen.
- Click on Send Mail or Send SMS as per your needs.
Information: To read more on how to configure Microsoft 365 or integrate your email, click here: Microsoft 365, Sync your Emails.
To use the SMS feature, start by integrating Burst SMS from the Marketplace. Enter the API URL and API Key provided by Burst SMS for seamless integration.
Information: To read more on how to configure Email Templates, click here: Configure Email Templates.
Similarly, to read more on how to configure SMS Templates, click here: Configure SMS Templates.
Contacts - Send Mail or Send SMS
- To send an Email or SMS to a specific contact from the Contact Summary page, click on the Email or SMS button, or select the desired option from the three-dot menu.
Contact Summary Page - Email or SMS
- Additionally, click on the SMS tab and select New SMS to send an SMS to a contact.
Information: The SMS tab facilitates two-way SMS, enabling bi-directional communication. It allows you to both send and receive text messages, promoting interactive and responsive communication between you and client contacts.
Contacts - SMS - New SMS