• Schedule a followup call.
• Send a reminder email or text message.
• Email a session confirmation.

Communication Setup

The setup varies based on the type of communication, as well as how much you want to customize the features for your business. Both required and optional setup options are listed below. See the appropriate topic for detailed instructions.

Required Setup

• Phone Calls - There is no required setup for phone calls.

• Email - Setting up Email

• SMS Text Messaging - Setting up SMS Text Messaging

Optional Setup

• Phone Calls Types - Phone call types can help you organize your phone calls on the Calls hub. See Using Phone Call Types for setup instructions.

• Email Types - Email types can help you organize your email messages on the Messages hub. See Using Email Types for setup instructions.

• Email Statuses - Email statuses can help you track your emails through a workflow cycle customized for your business. See Using Email Statuses for setup instructions.

• Email Templates - Make sending routine emails easier by setting up email templates. See also: Creating an Email Template

• SMS Templates - Make sending routine text messages easier by setting up SMS templates. See also: Creating an SMS Template

• Departments - Phone calls and emails can be assigned to a department for completion. See also: Setting up Departments

Communication How To's

Phone Calls

• Calls Hub - Use the Calls hub to sort and find calls by user or department.

• Scheduling a Call - Schedule a call and assign it to a department or individual.

• Using Completed Calls - Jot down notes from a recent call or conversation.

• Assigning a Call - Assign a call to a department or individual for followup.

• Marking a Call Complete - Mark a call complete to remove it from your list of pending phone calls.

• Messages Hub - Use the Messages hub to sort and find email and text messages by user, department, due date, and more.

• Sending Email - Send an email to a client, either by typing a message in blank email or by using one of your pre-defined email templates.

• Receiving Email - Receive email replies from a client.

• Linking an Email - Make sure your client communication history is complete by linking email messages to the client.

• Using Completed Emails - Create completed emails in Stratus to record details of email messages that were sent or received outside of Stratus.

SMS Text Messages

• Messages Hub - Use the Messages hub to sort and find email and text messages by user, department, due date, and more.

• Sending Text Messages - Send a text messages to a client, either by typing a message in a blank text or by using one of your pre-defined SMS templates.

• Receiving Text Messages - Receive text message replies from a client.