How to send email and text message the client in salesmate.

Sending an Email:

Sending an Email:

1. Log in to your Salesmate account. If you don't have an account, sign up for one on the
Salesmate website.
2. From the Salesmate dashboard, navigate to the Contact or Lead you want to email.
3. Click on the Contact or Lead's name to open their profile.
4. In the profile, locate the "Email" section or tab.
5. Click on the "Email" section/tab to open the email composer.
6. Fill in the recipient's email address in the "To" field.
7. Enter a subject for your email in the "Subject" field.
8. Compose your email message in the body section.
9. You can use the formatting options to format your email text, add attachments, or insert
merge fields if needed.
10. Once you've written your email, click on the "Send" button to send it to the client.

1. Once you've written your email, click on the "Send" button to send it to the client.

Sending a Text Message:

1. Log in to your Salesmate account.

2. From the Salesmate dashboard, navigate to the Contact or Lead you want to send a text
message to.
3. Click on the Contact or Lead's name to open their profile.
4. In the profile, locate the "Text/SMS" section or tab.
5. Click on the "Text/SMS" section/tab to open the text message composer.
6. Enter the recipient's phone number in the designated field.
7. Compose your text message in the provided text box.
8. You can use merge fields if needed to personalize your text message.
9. Once you've written your text message, click on the "Send" button to send it to the
client.