How do I text a lead or client?

  • Updated

 

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Texting a Lead or Client

This article goes through how to text your lead or client using the "Text via email" feature in OneLink

 

Click on the "Clients" tab  (This wording may vary) 

 

 

Click "Client Manager" (This wording may vary)

 

 

Click on the 3 dots to the right of the client or lead

 

 

Click "Text via Email"

 

 

A window will pop up allowing you to enter your message

When you are ready click "Send" to send it

 

 

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