Everything tagged Client communication

3 articles across the Help Center.

How do I send and reply to a client by email? Use Emails for workspace-level messages, or a hub Message Center for project-scoped threads. Click Compose to start an email, or open a thread to reply, reply all, or forward. Messages and emails
3 min →
How do I send a Concierge questionnaire to a client? After you save a Concierge, use Send via email to send it from a Hub Message Center or through Visualist, or use Share to copy its public link. Concierge and forms
2 min →
How do I message a client inside a project? Each hub has its own Message Center and a forwarding address. Compose from the hub to email a client, and forward outside email threads to the hub's address to pull them in. Everything threads next to the project work. Messages and emails
2 min →