Sending a custom messages to a specific customer is easy!
FROM THE WEB APP
Step 1: Go to a customer record > contact > send a custom message.
Step 2: Select a template or 'new email / text / phone call.
Step 3: Done!
Note: You can also send a custom message when completing an event.
FROM THE MOBILE APP
Step 1: Go to a customer record
Step 2: Tap "Contact"
Step 3: Tap "Send a custom message".
Step 4: Done!
Note: You can also send a custom message when completing an event.
