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How do I send a message to a contact?
How do I send a message to a contact?
David Tsang avatar
Written by David Tsang
Updated over a week ago

Just below the contact information in the Contact management/edit box is the Update Status box.  The first function there is to send an email message to the contact.  Clicking Message gives you the message writing screen.  Enter the subject and body of the message, including some formatting options.

This message will remain attached to this contact for your reference later, a powerful CRM, Customer Relationship Management tool.

Under the Update Status section are buttons to access all past history with this contact.  This is a powerful tool for better communications.

If you’re about to call a prospect/contact, pull up their record so you can review quickly all notes and messages.

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