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Customer Messaging

Message customers

Send customer messages from Zentive so follow-up stays tied to the right contacts and jobs.

Owner/AdminCustomers & LeadsCustomer Messaging3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The customer already exists in Zentive.

What you'll do

You will send a customer message from the correct contact record instead of tracking follow-up outside the app.

Do this

  1. 1

    Open Customer Messaging

    Go to the customer messaging section.

  2. 2

    Choose the recipient

    Select the customer or contact you want to message.

  3. 3

    Write and send

    Send the message and confirm it is attached to the right thread or customer record.

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