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Marketing

Send email, send an SMS or WhatsApp message, open WhatsApp Chat, keep lead records, and manage the firm website.

Book Demo Explore Features
Marketing
  • Send E-Mail
  • Send SMS/WhatsApp
  • Lead Management
  • Website

Marketing Features

These are the tools in the current Partner Desk app. Each card describes what that screen does.

Send E-Mail

Send an email to a lead. Choose a template, write the message, and send it from the lead record.

Send SMS/WhatsApp

Send an SMS or a WhatsApp message from the Marketing tools in Partner Desk.

WhatsApp Chat

Open WhatsApp Chat from the Marketing area. The screen is WhatsApp Chat under Marketing.

Lead Management

Add and view leads. Update status and source, keep notes and history, merge duplicate leads, and upload lead information from Excel.

Website

Manage public website pages, content, and publish status. Pages are Company Details, Home Page, Services, Blogs, About Us, and Events. The site can be marked active or inactive.

How a firm uses it

This follows the lead and email screens in Partner Desk.

  1. 1

    Add or open a lead

    Create a lead, or open one from the lead list. Each record stores the source, status, notes, and history.

  2. 2

    Send the message

    Send an email from the lead with a template. Send SMS/WhatsApp and WhatsApp Chat are separate tools in Marketing.

  3. 3

    Update the lead

    After contact, update the lead status and add notes. History stays on the same record. Duplicate leads can be merged.

What this changes for a CA firm

Contact from one workspace

Email a lead, or send an SMS or WhatsApp message, without keeping that work in a separate tool.

Keep the lead record together

Status, source, notes, and history stay on the lead. Duplicate records can be merged, and lead details can be uploaded from Excel.

Publish the firm website

Update Company Details, Home, Services, Blogs, About Us, and Events, then mark the website active or inactive.

Client Desk

Customer records for the practice. Lead records are kept on a separate Partner Desk screen.

Reports

The Reports area includes a Lead report. Partner Desk describes it as the lead and marketing funnel.

See CA Cloud Desk Marketing in action

Book a demo to walk through email, SMS and WhatsApp, leads, and the firm website.

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