Having an efficient messaging process is crucial for maintaining clear communication with your customers. In Copilot CRM, you can seamlessly send messages and manage templates directly through the estimates page. Here’s what you need to know:
Sending Messages from the Estimates Page
You can send messages directly from your estimates page after filtering through the list of estimates to locate the desired one. Once identified:
Open the relevant estimate entry in the list.
Select the Send By option.
Use the available default email or text template to send the message.
This process ensures streamlined communication directly tied to the specific estimate entry.
Managing and Verifying Default Message Templates
To customize or verify the message templates used when sending from estimates, follow these general steps:
Access the default messaging templates in your settings by going to Settings > Invoices, Estimates & Receipts.
Locate the section for default email or text templates.
Confirm the current templates according to your preferences.
By ensuring your default templates are up to date, you can maintain professionalism and save time during customer interactions.