AddressTwo can send all sorts of messages to your customers. The most common are:
- Verification Requests - a short message asking the customer to verify the information that you have on file for them.
- Referrals - a message that shares the contact information from one of your contacts with another. This is ideal for networking introductions.
- Project Collaboration Invites - an invitation to a customer or outsourced partner to view details of a project you're working on together.
how do you send a verification after you have already added the client?
ReplyDeletein the top of the Account Details (blue) box, there are icons to the right. Among them is a green check mark. This icon will allow you to send the verification request.
ReplyDelete