Texting on the Desktop

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Becca
  • Updated

Texting on the desktop is highly effective when working your smart lists or inbox. Text messages can be composed from the lead profile, quick text, and inbox. All text replies will appear in the inbox as well as on existing lead profiles. 

 

How it Works

 

 

Texting from the Lead Profile

1. Open the Lead Profile > click Text at the top of the page 

2. Write Your Text or select Templates (optional: add media or emojis) > Send Text

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Sending a Quick Text

Quickly send one-on-one or group texts to any number, or existing contacts, from any screen in Follow Up Boss. 

1. Click the purple Text Icon in the upper-right-hand corner

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2. Start typing the Name of the person you want to text or enter a new Number if the person isn't already in your system. 

Note: If you have access to a Team Inbox number, you can also choose your outbound number in this step.

3. Write Your Text or select Templates (optional: add media or emojis) > Send Text 

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Note: If it's your first time texting someone, include your name and company at the end so the recipient knows who you are.

 

Texting from the Inbox

1. Go to the Inbox

2. Select the Text Message you would like to respond to on the left-hand side

3. Write Your Text or select Templates (optional: add media or emojis) > Send Text 

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Text Replies 

When a lead replies, the response will be on the Lead Profile and in the corresponding Inbox. Notifications for replies can be managed in the Notification Center.  

Note: When texting someone without a lead profile, the reply will be in the inbox. You can also add the lead after texting their number and the communication will appear on their profile. 

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