Need to send a text first thing in the morning but you're thinking about it now? Schedule it! Schedule Text is essential for agents working unconventional hours. With this feature, a text can be scheduled to be sent in the next 24-hour period.

Lead Profile: Schedule a Text

1. Navigate to the Lead Profile

2. Click Text > Type Message

3. Click the Clock next to Send Text to schedule the text 

4. Select the desired Delivery Time > Schedule 

5. The scheduled text will then appear on the Lead Timeline

Inbox: Schedule a Text 

1.  Navigate to the Inbox

2. Open the Text conversation > Type Message

3. Click the Clock next to Send Text to schedule the text 

4. Select the desired Delivery Time > Schedule 

5. A confirmation pop-up will appear to notify you that the text has been scheduled successfully 

6. The scheduled text will then appear on the Lead Timeline

Cancel a Scheduled Text 

1. Navigate to the lead profile and view the text

2. Click Cancel 

3. Confirm the cancellation by clicking Yes, Cancel Message

4. The message will then disappear from the lead profile  

FAQs