Prospects assigned to a Text Touch will be displayed in the To-Do tab for manual execution.

NOTE:

• Prospects assigned to a Text Touch will be logged in the To-Do tab for execution only after the time specified in the Time to wait and Execute field of the Edit Text Touch window has been completed.

• Please make sure you have done the Zipwhip Integration to execute the Text Touch. Please refer to the ConnectLeader - Zipwhip Integration - Setup Guide – For Sales Rep/Sales Manager for setup instructions.

Below you will be shown how to execute the Text Touch manually:

1. In the To-Do tab, search and filter the Text touch records using the Touches filter.

2. Either select a prospect for whom the touch information has to be sent and click on the Send a Text button over the grid.

OR

Click on the Text icon  to the right of the prospect's phone number.

3. The Complete Touch - Text window will be displayed.

4. Enter the message and click Send to send the message.

NOTE:

• You are allowed a maximum of 600 characters.

• At the bottom of the window, you can find the Text history section where you can scroll and view text messages that were previously sent and received for this prospect.

5. The metrics for the Text Touch will be updated in the View Cadence popup window for this Cadence.

TruCadence » Cadences » View Cadence » Overview tab » Detailed View section

Please contact ConnectLeader Support to enable this feature.

Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.