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Send a Message

How to send a Request Meeting or a Request Introduction Message in the Vault

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Written by Noopur Jain
Updated over 5 years ago

Short Video

Step-by-Step

  1. Click on People in the left side navigation

  2. Click on the Message icon next to a person to open the message window (Option 1)

  3. Click on the row of a person

  4. Click on the Send Message button to open the message window (Option 2)

  5. For Request Meeting, add your Discussion Topics (Optional) and Message

  6. For Request Introduction, add your Message

  7. Click the Preview button

  8. Click the Send button

  9. And that's it :)

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