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How to Text/Email a Customer

Instructions to text or email a customer.

Sean Perez avatar
Written by Sean Perez
Updated over 11 months ago

How to Text a Customer

  • Open or search for the customer who you want to contact

  • Click on the text bubble next to the phone number

  • Type the message, press Send

Check out our How to Send a Text article for a video example.

How to Email a Customer:

  • Open or search for the customer who you want to contact

  • Click on the envelope icon next to the email address

  • Type a subject and the body of the email, press send.

How out our How to Send an Email article for a video example.

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