Text message your leads directly through the desktop or the iPhone app to best track communication and never miss a message!
Texting from the Inbox
1. Go to the Inbox > tap on the desired Text Message
2. Add Media (optional)
3. Select the desired Action
- Photo Library: Select an existing photo from your phone library.
- Take Picture: Take a new picture to send.
- Video Library: Select an existing video from your phone library.
- Record Video: Record a new picture to send.
- Send vCard: Send your vCard to the contact.
- Use Template: Select a template to send.
4. Add or Edit Text
5. Send Text (blue arrow)
Texting from the Lead Profile
1. Navigate to the Lead Profile
2. Click the Text Icon
Note: Numbers detected as a landline will not have a text option.
2. Add Media (optional)
3. Select the desired Action
- Photo Library: Select an existing photo from your phone library.
- Take Picture: Take a new picture to send.
- Video Library: Select an existing video from your phone library.
- Record Video: Record a new picture to send.
- Send vCard: Send your vCard to the contact.
- Use Template: Select a template to send.
4. Add or Edit Text
5. Send Text (blue arrow)
Group Texting
To add recipients to a text, click on the + symbol in the To Field. For more information, check out iPhone: Group Texting.
Enable Notifications
It's essential to have push notifications turned on to be notified about new leads and text messages. To enable push notifications, click your initials/image in the upper right-hand corner and enable push notifications. For more information, check out iPhone: App Settings.