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Sending communications
Sending communications

How to send communications from the Platform? (SMS/Email/Phone)

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

Sending communication with Kolleno is a simple, efficient, and smooth experience – no more searching for invoice copies or trawling through previous emails for relevant contact details.

All the communication history for a customer is stored in the customer timeline.

To initiate contact from a customer level go into Customers ➡️ Customer name ➡️ Click “Contact” ➡️ Select communication option

To respond to a communication from the Task Manager (Tasks or Reminders) ➡️ Select communication ➡️ click Respond now

If you have any other questions, please contact us on support@kolleno.com.



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