How to reach a contact [Video]

To maintain good customer relationships and address their needs promptly, you can reach out to them in the CRM system. You can do this directly from contact cards via chatbots or email.

In this article, we will talk about how you can contact clients in the CRM system.

Go to CRM > Contacts, find a contact, and open their card

If you have active chatbots in your account and your subscriber is also logged as your CRM contact, you can reach out to them through one of your chatbots.

Click Open chat and go to the live chat.

The Open chat button will be available if the contact is subscribed to one of your linked chatbots.

To email a contact, click their email address. You will be redirected to your email client where you can create an email.

When configuring the transfer of contacts to mailing lists, you can configure automations …