New Opportunity? Here’s How to Update Kickserv and Text Clients

New Opportunity? Here’s How to Update Kickserv and Text Clients | New Opportunity? Here’s How to Update Kickserv and Text Clients |
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Quick Workflow

  1. Open the Opportunity in Kickserv.

  2. Mark as Won using the status dropdown or button.

  3. Send acknowledgment text to the client via Google Voice

  4. Confirm the update in Kickserv and ensure the customer received the message.

Purpose

To show users how to mark an Opportunity as won in Kickserv and send a confirmation text to the client, ensuring accurate tracking and immediate professional communication.

When this Applies

  • A client has booked a service on the website.

  • You want to acknowledge to the customer that the work is confirmed by sending a quick text message.

How-to Video

 

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