Text message your leads directly through the desktop or the iPhone app to best track communication and never miss a message!
⚠️ Important: Business Registration must be approved to send text messages from FUB. Without approval, texts will automatically be redirected to iMessage using your cell phone number.
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.