Interacting with Leads

1. Interactions allow you to keep a record of what you have discussed with the customer. You can add interaction with your customer by clicking the + Add Interaction button.

2. A pop-up will show where you can select how you contacted your customer → Click Save

Contact

Contacting customers out of our CRM is easy and fast.

• To get started click Contact. You can Text or E-Mail your customer right out of our CRM. You can view your interactions with your customer out of the main CRM screen.
• Select "Send Text" or "Send E-mail".
• Utilize pop-up to send desired message.
• To set up your text messaging - read our help article or contact support. 

If you would like to learn more about the CRM, please make sure to check out the following articles:

CRM Training pt 1

CRM Training pt 2

CRM Training pt 3