How Do I Message a Lead on the Mobile App?
Need to Message a Lead while away from your computer? No problem - Simply head to the Leads tab within the Mobile App!
Once in the Leads tab, choose the Lead you need to send a Message to and head to the Messages tab. From here select the + sign in the upper right-hand corner to create a new Message draft.
If the Lead has provided their email address, this will automatically populate in the To field of your draft. To CC or BCC others on this message, select the \/ arrow. Need to use your Templates or Attachments? Simply select which you would like to include, and choose from the available options.
Now that your message draft is ready to go select the send button (paper plane icon) in the upper right-hand corner!