Texting your information to new clients just became easier with vCard! When sending a vCard your name, FUB number, cell number, email address, avatar, and company address are sent to the lead to save to their phone contacts quickly.
Edit your vCard
1. Go to your initials/image in the upper right-hand corner of the desktop
2. My Settings > VCARD > Edit Card Details
3. Make Changes > Save Changes
Note: Primary Phone is a required field. This is your personal FUB number (for users with the calling add-on) or company FUB number.
Desktop + Sending a vCard
1. Navigate to the Lead Profile, Inbox, or Quick Text to initiate a Text on the Desktop
2. Within the text editor, click Attach vCard
3. Select the desired Team Member(s)
4. The vCard will appear in the lower left-hand corner of the drafted text
5. Add text to the message (optional)
6. Send Text
7. On the lead profile, the vCard will appear as shown below
FUB App + Sending a vCard
iPhone App
1. Navigate to the Lead Profile, Inbox, or Quick Text to initiate a Text on the App
2. On the left of the text editor, click the + option
3. Tap Send vCard
4. Select a Team Member
5. The vCard will load > Send by clicking the blue upward arrow
6. The vCard has been delivered!
Android App
1. Navigate to the Lead Profile, Inbox, or Quick Text to initiate a Text on the App
2. On the left of the text editor, click the + option
3. Tap Send vCard
4. Select a Team Member
5. The vCard will load > Send by clicking the blue upward arrow
6. The vCard has been delivered!
Receiving a vCard
1. The lead will receive a text message with the vCard
2. Click on the vCard
3. Select Create New Contact > Done to save