Skip to main content

Contacting the Customer in CRM

Sarah Swinney
Updated

All opportunities that are in the Contact stage can been seen through the Pipeline screen in CRM.

Initial contact can be made with a customer via phone, email, or CRM Chat.

For further details on communicating with the customer through out the life of the opportunity see the article How to Use the CRM Chat Feature.

  Tip: When the customer is contacted via CRM Chat the opportunity will automatically be advanced to the next stage. If the customer is initially contacted through any other method the opportunity card will have to be manually advanced to the next stage.

How to start a chat:

  1. Open an Opportunity and switch to the Pipeline tab
  2. Select the Contact stage
  3. Choose Start Chat

start_contact_from_within_opp.png

How to send a chat:

  1. Enter a message to the customer
  2. Enter a mobile number or use one that is listed
  3. Confirm that the customer has opted-in to receive text messages
  4. Select Start to send the message and begin correspondence

start_chat.png

Additional Ways to Communicate

Use the Email or Phone icon to use the default app on your device to send an email or call the customer.

  Note: These types of correspondences are not currently recorded in CRM under the Activities section.

email_or_call.png

Comments

0 comments

Please sign in to leave a comment.