How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days.
Manually Send Invite:
1. Click on the Contacts page on the left-hand side of the screen.
2. Hover over the contact you would like to invite.
3. Click the Send Invite icon on the right-hand side of the contact record. (Note: The icon only appears if the Contact has an email address).
Send a Task:
Whenever a Task is sent to a New Contact in Liscio, an automatic invitation email will also be sent to the Contact.
Send a Message:
Whenever a message is sent to a New Contact in Liscio, an automatic invitation email will also be sent to the Contact.
Note: When a client accepts the invitation, the client’s Contact status changes from Invited to Active on the Contacts page.
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