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How To Use Propio – Step by Step

Inbox – Client Messaging in Propio

Use the Inbox in Propio to send and receive real-time messages with your clients via WhatsApp or Messenger. Share documents, receive responses, and track unread messages — all in one place.
Inbox:
How do I use the Inbox to message my clients in Propio?
The Inbox is Propio’s centralized messaging screen. It’s split into two sections: Left panel: A list of clients who have WhatsApp or Messenger se...
Request feedback from a client:
How do I request feedback from a client about a transaction in Propio?
When a transaction needs additional context to be categorized correctly, you can request more information directly from your client. Go to the Transac...