Text message your leads directly through the desktop or Android app to best track communication and never miss a message!
You can send one-on-one and group texts in the Android app. Here's a quick overview:
First, be sure to:
Texting from the Lead Profile
Tap the message icon at the top-right to initiate a text message:
We recommend texting via Follow Up Boss so all messages log within the contact's profile:
Communicate faster by replying to text messages directly through notifications:
You can also tap on the notification to directly open the texting screen.
Access sent images by tapping clickable links that open in your browser:
Send Video Texts
Select a video to send with your text message by creating the text you would like to send, and tapping the image icon. Then, select a video from your library or record a new video. After you’ve chosen a video or recorded a new one, you’ll see a preview of it at the bottom of your screen.
In your message, tap the image icon at the bottom left of the screen.
Select a video by tapping Choose from Gallery and then tapping VIDEOS.
Record a video by tapping Take Video.
Preview your video and any text you would like to include, then to send, tap the up-facing arrow at the bottom right of the screen