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
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