How to Text Your Leads

The Key Steps

How to Text Your Leads from the Contact Profile

  1. Click on the CRM icon and click on All Contacts in the sub-menu
  2. Use the Search field to find the lead you want to text
  3. Click on the lead's Name
  4. In the Messages tab, type out the message
  5. Click on the blue Send button

How to Text Your Leads from the Communication Section

  1. Click on the CRM icon and click Conversations in the sub-menu
  2. Use the Search field to locate the contact you want to respond to
  3. Click open the conversation
  4. Enter your response in the Message field
  5. Click on the blue Send button

Here is a Video Walking Through These Steps:

👇 For more detailed steps, refer to the article below:

How to Text Your Leads from the Contact Profile

If you have never messaged a lead before, you will need to navigate to their contact profile to send your first text. 

To access your contact list, click on the CRM Icon, and then click on All Contacts in the Contacts sub-menu

From the All Contacts page, you can use the search field to find the contact you want to text. Once you find their name, click on their name to open their contact profile. 

On their contact profile, you can view your messages with this contact by opening the Messages tab.

To send a text, type out your content in the Message field and then click on the Send button.

How to Text Your Leads in the Communication Tab

If you've previously texted one of your contacts, you can respond to conversations from within the Communication section. 

When you click on the CRM icon, then click on Conversations in the Communication sub-menu

On the Conversations page, recent messages will appear at the top. If a message is unread, it will be in bold.

You can use the Search field to locate older conversations. 

Once you find the conversation you want to respond to, click on it. Enter your text in the Message field and then c