Customer messaging
Follow-up shortcuts help prepare messages for manual review.
1.Open the inquiry
Review the customer’s details and your notes before contacting them.
2.Prepare a WhatsApp message
Choose a follow-up message template in the inquiry tools, check the content and open WhatsApp. Send the message there.
3.Record the result
Mark the customer as contacted and set the next action. A dealership email sequence or drag-and-drop email template editor is not provided by this workflow.