You can communicate by text with new contacts that reach out via text
Here is how you can text with potential clients not yet in your shop
- You will be alerted to inbound texts from unknown customers in two ways.
- A notification on the upper right (the bell icon)
- A windows notification on the lower right of your screen (a good reason to allow windows notifications)
- Autoflow will create a new customer profile with last name as Unknown Customer, and first name as the phone number.
- The phone number will also be properly recorded in a phone field.
- Autoflow will create a new customer profile with last name as Unknown Customer, and first name as the phone number.
- By clicking the notification, you will be immediately pulled to the customer profile page, and the text dialogue box will open.
- When you have all the client information, you can click on the place holder for the client name, and begin updating the data.
