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Step-by-Step Guide: Using the Revision Tab to Send Quotes in Manager SE

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Hello there! I’m here to guide you through the process of using the revision tab to send a text quote to your customers. This feature is designed to make communication with your customers more efficient and effective. It’s incredibly easy to set up, so there’s no need for any concern or worry. This tool will allow you to provide a clear and concise quote to your customer, showing them exactly what they can expect.

The first step in this process is to navigate to the revision tab within the Manager SE software. Here, you’ll be able to create a comprehensive quote that details all the necessary information for your customer. Once you’ve compiled all the relevant details and are satisfied with the quote, you simply need to click on the “Send Text” button. This action triggers an automated process that sends the quote directly to your customer’s mobile device.

Upon receiving the text message, your customer will have immediate access to all the details of the quote. This instant communication method ensures that they are kept fully in the loop regarding their quote. It eliminates any potential confusion or misunderstanding, making their experience with your service even better. The convenience of this feature cannot be overstated, as it allows for real-time updates and immediate responses.

So why not give it a try? By utilizing the revision tab in Manager SE, you can streamline your communication process and enhance the overall customer experience. Sending quotes via text message is a simple yet effective way to keep your customers informed and engaged. It’s a small change that can have a significant impact on the efficiency of your business operations. Don’t hesitate to implement this feature and see the positive results for yourself!

If you click it and it says you need it, Call your local Mitchell1 rep.

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