Contact a customer
OctopusPro can help your company enhance its growth and improve its customer interactions. The office staff can contact a customer regarding an INQ/EST/BOK/INV/CMP at any time. There are a number of ways to contact a customer, depending on the method of communication you wish to use and what the topic is about. To do this:
- Go to “Customers”
- Select “All Customers” this will show you an overview of all customers sorted by recently added.
- On the overview of the customer, you wish to contact, move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the blue contact icons.
You can easily get in touch with contact directly through :
- Email icon: A popup window will appear to start writing an email.
- Call button: you can select a regular call or a VoIP call to make a phone call to the customer.
- The Chat button is to engage with the customers through posting comments and it’s possible to upload files.
- SMS: you can easily send a message or insert an image to the customers.
OctopusPro offers you the choice to buy a Twilio number so that all your fieldworkers and customers can communicate using your Twilio company number to learn more about the setup phone system feature click here
Alternatively,
- Go to the “Customer Details” page by searching for a customer or clicking on a customer’s name to view their profile.
- Move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the blue contact icons.
OR
- Click “Email” at the top right of the customer details page
- Select send “ Email” or “SMS”
- Press “Send”
OR
Go to any of the INQ/EST/BOK/INV/CMP overviews and Move the mouse pointer on the customer’s name pop-up window will appear so you can click one of the contact icons below the customer’s name.