There are three ways to invite Contacts to Liscio:
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a New Contact. (See our article "How To Create a Contact").
1) 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).
2) 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.
3) 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.