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The Messages feature in Elotree is a convenient way to correspond with team members and clients.
- To send a message, click on “Messages” on the left sidebar menu.
- Once on the Messages page, select a conversation from the list on the left side of the page to continue an existing conversation.
- To start a new conversation, click on the “New Conversation” button on the top right corner of the page.
- On the “New Conversation” pop-up window, select whether the message is for a client or an employee.
- Choose the recipient from the drop-down options.
- Enter the message in the “Message” box.
- Attach any applicable file(s) under the “Add Files” section.
- Click the “Send” button at the bottom right corner of the pop-up to send the message.