Starting a Direct Conversation
- To begin, navigate to either a contact or a lead.
- Locate the phone number and click the small texting button next to it.
- This action will take you directly into a conversation with that individual.
- If you haven't messaged them before, the system will automatically create a new conversation for you.
Sending and Scheduling Messages
- Type your message and hit send; the system will display delivery status and other ongoing details.
- To schedule a message for later, click the orange icon and select your desired send time.
- Scheduled messages are based on your current time zone.
- For example, if you are in Eastern Time and want a Central Time client to receive a message at 1:02 PM their time, you must schedule it for 2:02 PM your time to account for the time difference.
- Click the "schedule" button to finalize, and the scheduled message will be visible in the chat.
- If you need to make changes, you can click "cancel" on a scheduled message and then schedule a new one.
Adding Attachments and Emojis
- To attach a file, click the attachments button located at the bottom of the screen.
- Choose the specific file you need and click send.
- Emojis can also be added directly to your messages from this area.
Understanding Conversation Tools
- There are several useful buttons at the top of the conversation screen:
- Refresh: Updates the message feed.
- Subscribers: Manages who receives notifications when the contact texts. By default, this is set to everyone.
- Templates: Allows you to quickly insert and reuse pre-written messages, which you can still adjust on the fly before sending.
- Contacts: Displays everyone included in the conversation. Clicking a contact opens their record in the side phone, allowing you to view their details without leaving the chat.
- Mark all as read: Clears your unread message notifications.
- Settings: Clicking this allows you to edit the title or name of the specific conversation.
Creating a Group Conversation
- Navigate to the main "texts" section and click the "create" button.
- Look up the people you want to include, adding their phone numbers and contact details one by one.
- Once you have added all desired participants, you can start the group message to talk to all of them simultaneously.
Handling Incoming Messages
- If someone texts you and a conversation doesn't already exist, the system will automatically create one so you can reply.
- If an unknown number texts you, it will appear as an "unknown SMS," and you can simply update the contact's name later to keep your records organized.
