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How to message a customer?

You have now successfully added your new clients, and now would like to direct message them. In this post, you will know how to message a customer. If you missed the step on how to create a customer, click here

1. Select your client

To message a client, you first need to have suggested him a boat (see “How to suggest a boat“). As a reminder, after having suggested a boat to a client, his contact card moves from the “Lead” collumn to the “Messaging” one. From there, you need to click as shown under: 

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2. Write your message

To write him a message, click on “New message” and type in your message. Once you are done, click on “Send message”

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3. Done!

Congrats! Your CRM keeps all messages exchanges on your client’s card. In addition, he will receive a copy of your message on his email inbox. 

Find out more about WavySys CRM by reading our latest articles on the topic!

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