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This guide covers how to manually send text messages to Leads or Customers outside of scheduled communications. If you have manual texts scheduled as part of your Collection or Lead Follow-up workflows, those items appear on your outstanding list for completion. However, you also have the ability to send text messages to Leads or Customers outside of that scheduled workflow. The steps for texting Leads or Customers are the same and allow you to send communications, as needed, outside of regularly scheduled communications.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality
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Text permission must be received to be able to text a Lead or Customer.