{"id":60565,"date":"2023-12-20T10:15:01","date_gmt":"2023-12-20T10:15:01","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=60565"},"modified":"2024-05-16T09:31:17","modified_gmt":"2024-05-16T08:31:17","slug":"communicating-with-your-client","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/communicatingwithyourclient\/","title":{"rendered":"Communicating With Your Client"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Once a quote has been added into Convert2Client, there are a number of ways to be able to communicate with your potential client. This guide will go through these<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">View Quotes<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To be able to view your quotes, go to Quotes &gt; Quotes &amp; Enquires.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"309\" height=\"178\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-147.png\" alt=\"\" class=\"wp-image-66579\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-147.png 309w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-147-300x173.png 300w\" sizes=\"auto, (max-width: 309px) 100vw, 309px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A list of quotes will be visible. Locate the Actions column and click the &#8230; button to see a list of actions you can perform.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"545\" height=\"576\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-151.png\" alt=\"\" class=\"wp-image-66585\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-151.png 545w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-151-284x300.png 284w\" sizes=\"auto, (max-width: 545px) 100vw, 545px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Send a client care letter<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"305\" height=\"442\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-152.png\" alt=\"\" class=\"wp-image-66586\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-152.png 305w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-152-207x300.png 207w\" sizes=\"auto, (max-width: 305px) 100vw, 305px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Running the client care letter displays the configured Client Care Letter within Convert2Client. Make any amendments required and click Next.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"872\" height=\"566\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/11\/image-106.png\" alt=\"\" class=\"wp-image-30636\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-106.png 872w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-106-300x195.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-106-768x498.png 768w\" sizes=\"auto, (max-width: 872px) 100vw, 872px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will then be brough to the Client Care Letter Email template, to accompany your Client Care Letter.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">DocuSign users can request for digital signatures.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note that you will need a DocuSign account to use the DocuSign integration. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"873\" height=\"566\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2020\/11\/image-108.png\" alt=\"\" class=\"wp-image-30638\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-108.png 873w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-108-300x195.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2020\/11\/image-108-768x498.png 768w\" sizes=\"auto, (max-width: 873px) 100vw, 873px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Make any amendments to the email, if required, and then click Send.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Client care letter email history<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can view if a care letter has been sent, along with the accompany email, from Client care letter email history.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"301\" height=\"472\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-175.png\" alt=\"\" class=\"wp-image-66617\" style=\"width:301px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-175.png 301w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-175-191x300.png 191w\" sizes=\"auto, (max-width: 301px) 100vw, 301px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will show you any care letters previously sent out. Click the View Details option to be able to view the email and care letter attachment.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"457\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-176-1024x457.png\" alt=\"\" class=\"wp-image-66618\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-176-1024x457.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-176-300x134.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-176-768x343.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-176.png 1087w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Send quote by email<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Selecting to send the quote by email will automatically resend the quote to the client&#8217;s email address.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"307\" height=\"537\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-158.png\" alt=\"\" class=\"wp-image-66594\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-158.png 307w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-158-172x300.png 172w\" sizes=\"auto, (max-width: 307px) 100vw, 307px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Schedule a call back<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have Office 365, you can add a diary appointment to call the client. This will appear within your Outlook Calendar.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"306\" height=\"443\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-159.png\" alt=\"\" class=\"wp-image-66595\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-159.png 306w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-159-207x300.png 207w\" sizes=\"auto, (max-width: 306px) 100vw, 306px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once selected, a window will appear allowing you to add any details to your calendar reminder.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"617\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-160.png\" alt=\"\" class=\"wp-image-66596\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-160.png 587w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-160-285x300.png 285w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Schedule to add the reminder.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Schedule email<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Using Schedule Email will allow you to compose an email to be sent at a specific time and date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"689\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-168-1024x689.png\" alt=\"\" class=\"wp-image-66604\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-168-1024x689.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-168-300x202.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-168-768x517.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-168.png 1085w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">It will also allow you to compose an SMS Text Message to be sent at a specific time and date.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">To use Text messaging in Convert2Client, you must have a subscription with TextAnywhere.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"584\" height=\"559\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-171.png\" alt=\"\" class=\"wp-image-66609\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-171.png 584w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-171-300x287.png 300w\" sizes=\"auto, (max-width: 584px) 100vw, 584px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Send Adhoc Email<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Send an email to your client. You may use an email template if available.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"688\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-172-1024x688.png\" alt=\"\" class=\"wp-image-66612\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-172-1024x688.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-172-300x202.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-172-768x516.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-172.png 1085w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Send Adhoc Text<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Text messages may be sent to the potential client. You may use a text template if available.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">To use Text messaging in Convert2Client, you must have a subscription with TextAnywhere.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"589\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-173.png\" alt=\"\" class=\"wp-image-66613\" style=\"width:448px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-173.png 618w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-173-300x286.png 300w\" sizes=\"auto, (max-width: 618px) 100vw, 618px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Convert2Client is our solution to allow the public to access a solicitor&#8217;s website and receive a quotation for the purchase or sale of a property.<\/p>\n","protected":false},"author":15,"featured_media":0,"template":"","categories":[186],"tags":[103,105],"class_list":["post-60565","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-convert2client","tag-c2c","tag-convert2client"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Communicating with your Clients | Convert2Client | Osprey Academy - Customer support and training centre<\/title>\n<meta name=\"description\" content=\"A how-to guide for communicating with your prospective clients using Convert2Client.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/communicatingwithyourclient\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Communicating with your Clients | Convert2Client | Osprey Academy - Customer support and training centre\" \/>\n<meta property=\"og:description\" content=\"A how-to guide for communicating with your prospective clients using Convert2Client.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/communicatingwithyourclient\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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