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? Compose from a Hub’s Message Center to email a client, or forward an outside thread to that Hub’s forwarding address. Connected-account email is visible to its owner; mail sent to the Hub address is shared in the Hub. Messages and emails
2 min →