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) 

Photo Library

Select an existing photo from your phone library. 

Take a 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.

3. Select a Text Template (optional)

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 

2. Add Media (optional) 

Photo Library

Select an existing photo from your phone library. 

Take a 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.

3. Select a Text Template (optional)

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.