The Communication tab from the Timeline displays all sent emails & texts and all manually logged phone calls or other interactions. Read more about how to log a new client communication here manually.
You can send a direct email or text message to the client by clicking on the 'Add new' button, followed by 'Communication update'.
For email types, you can type your message and add different attachments.
For text messages, you can type your message and click 'Send'.
🚨 Please note that all messages sent through the platform are subject to this Messaging Policy, (i.e. messages relating to CBD are not allowed) (Forbidden Message Categories in the US and Canada (Short Code, Toll-Free, and Long Code).