We just made it easier and faster to send lead responses via email or text using templates. With Connect Now templates, you can create customized communications with just a few clicks.
You can create your own templates or have your account admin create templates that can be used by the whole team. Templates contain “field tags” that customize your responses without having to do any data entry on your part.
Watch the video to learn more about Connect Now templates:
Once you’ve created a template, you’ll be asked whether you want to use a template when emailing or texting a contact. Just select your template and send. It’s that simple! Connect Now templates work with both in-app and native email and texting.
You can create different templates for different types of leads or situations. (In the real estate context, you could have different templates for different lead sources, inquiry types–showing, more info, availability–or for different listings).
Connect Now templates make handling new leads much faster and also simplify follow up. They are yet another way that we try to make lead follow up faster and easier so that salespeople can provide better service and close more deals.
See how simple and fast following up with each incoming lead can be.