Messaging clients and team notes

Messaging one client

On the workspace Home tab, each client row has four icon buttons: call, email, chat and view their client profile. Each is disabled when the underlying detail is missing.

Email opens a compose sheet with To, Send as (your connected inbox), Subject and a rich-text Message. It sends from your real address, so replies land in your normal mailbox — not back in Marketli.

Chat takes you to Conversations, and only works if the person has a Marketli account.

Messaging everyone on the deal

Under the client rows there is a Message everyone row with two buttons — one to text all clients on the deal, one to email them all.

1. Click the SMS or email button.
2. In Recipients, tick who it goes to. People with no phone number (or no email) are shown but disabled, with the reason.
3. Write the message.
4. Click Send to {n}.

Each person gets their own message — this is not a group thread. Opt-outs are respected per person.

Text mode

Type in the Message box, or click the template icon to Insert a template from your company's saved SMS templates. A counter shows characters and segments, and warns you when a special character forces the more expensive Unicode encoding.

Personalise with {{first_name}} and {{name}}.

Email mode

Pick your Send as inbox, write a Subject — there is a Template button next to it to fill from a saved email template — and compose the body.

Personalise with {{recipient_first_name}} and {{recipient_name}}. Merge fields are filled in per recipient at send time, so they will still look like placeholders while you are typing.

After sending, a Result section lists each recipient as sent, skipped or failed.

Templates come from Company → Templates — see SMS and email templates.

Team notes

The Notes tab is your internal record on the deal. It is desktop only, and it is visible only to active staff of your company who are members of this workspace. A banner at the top says exactly that. Your client never sees it.

To post a note:

1. Open the workspace and go to Notes.
2. Type into the composer.
3. Paste screenshots straight into it if you want to attach images — up to six pending images, each removable.
4. Click Post comment.

Formatting is deliberately limited to four things: bold, italic, bullet list and numbered list. There are no headings, quotes or code blocks.

Other client actions

The Workspace actions dropdown on the Home tab holds the rest:

• Add a client / Add a co-client
• Send client invite / Resend client invite — texts them a link to the app
• Add a task — see Client tasks
• Request a review — see Referrals and reviews
• Any manual automation your company has built, listed by name