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 

Note: Numbers detected as a landline will not have a text option. 

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.