Wishlists let you save items a customer is interested in and send those items to the customer later. You can use wishlists to follow up after a conversation, share product options, or keep track of items a customer may want to purchase in the future.
Create a wishlist item
Open the customer record.
Click Add Wishlist Item.
Choose whether you are adding an inventory item or a non-inventory item.
If you are adding an inventory item, search for and select the item from the Select Items list.
If you are adding a non-inventory item, select Non-Inventory and complete the required fields.
Choose a collection. You can select an existing collection or create a new one.
To create a new collection, select Add a new Collection.
Enter the collection name.
Click Add. The item will appear in the customer’s wishlist.
Send a wishlist to a customer
Navigate to the Customer record page and click the Send Text button.
Enter your message in the text field.
Select the desired collections from the list. To include everything, choose the Entire Wish List option.
Click the Send button to deliver your message.
