How do I contact my leads?

From My Leads, you can contact a bunch of leads at once or reach out to a single lead.

Multiple Leads

For contacting multiple leads at once, you can send out an Email Blast or a Mass Text. 

Both of which can be done through your Smart Lists. Select a Smart List, select the recipients, then click the Send Email or Send Text option. Then you’ll get to create your message.

For emails, you’ll be able to add:

• Subject Line
• Email Message with formatting
• Attachments
• Cc contacts
• Bcc contact

For texts, you’ll be able to add:

• Up to 250 characters
• Basic text + Emojis

We’ll send your message to the leads you selected and record the Communication Log. Super easy to keep track of.

See also: Send an Email Blast and Send a Mass Text

Single Lead

You can contact a single lead from the dashboard on their Quick Profile or their Full Profile.

From their Quick Profile, you can:

• Send an Email
• Send a Text

From their Full Profile, you can:

• Send an Email
• Send a Text
• Log a Phone Call
• Create a note

My Leads will keep track of the emails you send, text messages, call logs you enter, or notes you create. You can even add tasks to follow-up with them. All in one place.

See also: Contact Your Leads