// Tutorial //
Knowledge Base

Sending Text Messages or Emails to Leads or Existing Customers

Published on January 8, 2024
  1. Text Messages:
    A. From the lead’s profile, click on the “Communicate” or “Send Message” option
    B. Compose your message and send it directly to the lead’s phone number. 
  2. Emails:
    A. Access the lead’s profile
    B. Click on “Communicate” and select “Send Email.”
    C. Create your email, attach files if needed, and send it.

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