Send text messages to your contacts directly through Follow Up Boss on the Android app to track communication. Having all calls, texts, and emails with your contacts in one place helps you maintain professional communication without missing a beat!
Texting from the Inbox
1. Go to the Inbox > tap on the desired Text Message
2. Add Media (optional)
Take Photo: Take a new picture to send.
Take Video: Record a new video to send.
Choose from Gallery: Select an existing video from your phone library.
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
3. Click START
4. Add Media (optional)
Take Photo: Take a new picture to send.
Take Video: Record a new video to send.
Choose from Gallery: Select an existing video from your phone library.
5. Select a Text Template (optional)
6. Add or Edit Text
7. 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 Android: Group Texting
Enable Notifications
Enable Android: Push Notifications to make sure you are notified of new text messages.