Messages (Account Page) (Training 2)

“Send Me a Message” Tab

Your Clients can write Messages directly to Salespeople of your company from their Account Page. After clicking on Send Me a Message button a Client will see a chat field.

You will see the Message in the system in 3 places which means you are not going to miss a single message from your Client:

  1. On the Dashboard of the system (you can answer directly from here if you like):
  2. In the tab Messages (you can answer directly from here if you like):
  3. In the Request Form:

When a Salesperson answers, a Client will see Messages from the Salespeople in Send Me a Message field as well which is convenient for straightforward communication between them:

NOTE: When there is messaging between a Client and a Salesperson they also get Notification Emails about New Messages:

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