Client activity, messaging and team notes

The Client activity list

On the workspace Home tab, under the deal panel, Client activity is one list of everything your company has exchanged with this deal's clients: team notes, texts, calls and voicemails, emails you sent, and the workspace chat channels. It shows the latest 25 items mixed together, newest first, with Load more at the bottom.

• Filters: the chips switch between All, Notes, Texts, Calls, Emails and Chat. When the deal has co-clients, a second row of chips filters by person. The search box searches what is loaded; load more to search further back.
• Pinned notes sit at the top of the list (and of the Notes tab). Anyone on the team can pin or unpin a note; only its author can delete it.
• Texts show who they were with, the direction, a delivery dot and an Automated label when a flow or a stage sent them. Click one to open the text thread.
• Calls show who called whom, whether it was answered and how long it lasted. Voicemails can be played from the row, and a Show transcript link appears once a recorded call has been transcribed.
• Emails are the ones your team sent from connected inboxes. Replies stay in your inbox, so they do not appear here. Click an email to write to that person again.
• Chat shows one row per channel with its latest message. Clicking a team channel opens it on the Chat tab; Your chat with {name} opens your direct conversation with that client.

The header buttons let you write a Note inline, Text or Email a client (using the same composers as before), or open Chat. Texting is hidden when your company has no phone number connected. Opening the list marks the client's text conversations as read.

Messaging one client

On the workspace Home tab, in the right-hand column, each client row shows the client's email and mobile (click either to copy it) and four icon buttons: call, text, email and chat. Each is disabled when the underlying detail is missing, and text also needs a company phone number. Click the client's name to open their client profile.

Text opens the SMS thread with that client from your company number, the same thread you see in Conversations. Chat is the in-app conversation with a client who has a Marketli account, and uses a different icon from text so the two are not confused.

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.

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}}. {{first_name}} uses the client's preferred name when their contact has one.

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 (the same notes also appear in the Client activity list on the Home tab). 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.

Any team member can pin a note so it stays at the top, on both the Notes tab and the Client activity list, and unpin it later.

To bring a colleague into a note, type @ and pick them from the list. Anyone you tag gets a notification (the bell in Marketli and a push on the app) that links straight to the workspace notes. Only active staff of your company who can see the workspace can be tagged; clients never appear in the list and never see notes. Editing a note and adding a new tag notifies that person once; people already tagged are not notified again.

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