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 a lead? Send them a message!
With the Leads Manager, all communications with your leads are organized in one place. No more juggling texts, emails, and calls and letting a potential client slip through the cracks.
In your Intake Form, a lead will include a message to you about their business. From their Lead Profile, select Respond to reply.
You can also click on the envelope icon from the leads list to start or continue the message thread.
How do leads receive messages?
When you send a message to your lead, you will be taken to the message thread in your Message Inbox. Your Message Inbox can be accessed at any time by selecting the envelope icon in the top right of your Leads Manager.
Your messages will be sent to the lead's email they provided in the intake form, and replies will be sent to your Message Inbox (keeping the thread!). After you accept a lead and they confirm your invite, their email will be displayed under their lead profile so you can communicate next steps with them.
Quickly send messages with response templates
In your 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 customize each message before sending.