How To Engage A Client From The Task Management Module Via Text or Email

Mario -

 

Once you're signed into Selly, simply click on the Task Management module in order to see the list of complete, incomplete, and pending tasks.

 

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From the following page, under the 'Task Manager' tab, you will be able to easily view your different task types and statuses based on filters.

 

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From the list of tasks shown, you can basically select any task and either send a quick text message, or email notification to that particular client.

 

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This is where you can easily access the text bubble or email icon in order to efficiently and effectively engage clients respectively from the below page.

 

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The following screen would show up once the text bubble is selected so that you could begin text conversation.

 

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Email screen below will appear after the email icon is selected.

 

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