Yes, you can! While only one associate can be assigned to a client, we understand there may be times when another associate needs to communicate with a client they are not assigned to.
Important: Sending a message to a client will automatically add you to the conversation thread, allowing you to receive notifications when the client responds to your text. You can also join a conversation without sending a message by following the steps listed below.
However, joining a conversation thread, whether automatically or manually, does not assign you to the client.
Steps to Join a Conversation Thread for a Client You’re Not Assigned To:
- Navigate to the "Store Inbox."
- Locate the message thread you want to join.
- Note: As shown in the screenshot, you are not assigned to this client. This applies whether the client is assigned to another associate or has no assigned associate at all
- Click the three dots next to the client’s name.
- From the dropdown menu, select "Join."
- From the dropdown menu, select "Join."
- Verify the Conversation Thread Appears in "My Inbox."
- Confirm that the thread has been added to "My Inbox."
- Note: Even though the conversation thread is now in "My Inbox," you are still not assigned to the client, as illustrated in the screenshot.
Additional Features:
- Leave & Invite: You can leave a conversation thread or invite other associates to join a thread using the same steps.
By following these steps, you can effectively participate in conversations with clients, even if you are not assigned to them.