The Intake Form provides key details about your leads' business, but sometimes you need more information. You can message a lead to find out more about them and decide if they are a good fit for your kitchen!
Need more information from your lead? Send them a message!
In their intake form, the lead has the option to send you an initial message. If they've already sent you a message, select Respond from their lead profile to send them a message back.
You can also click on the envelope icon from the leads list to start or continue the message thread.
Where do lead messages go?
When you send a message with either option above, you will be taken to the message thread in your message inbox. You can also sort your inbox to find all conversations with Leads.
Since your lead does not have a Food Corridor account yet, your messages are sent directly to the email address they provided in their intake form.
Quickly send messages with response templates!
From the message thread, select the 
icon to open your Template Response. Use this template to ask key questions or send next steps to a new lead. This helps you respond to promising leads easier and faster.
Enter a subject line and add your message to the main text box. Select Save and Send to save that message as a template. Moving forward, your template message will be pre-populated and you can quickly send it to other leads.
Need to ask a lead a unique question? No worries, you can still always customize each message before sending it.
Ready to invite them on as a client? Learn more about managing your leads here!