One-Off Text & Emails
With Forefront you can send texts or emails from the Lead, you may also do this inside the contact view as well.
Send one-off texts or emails from the lead or contact, schedule a later time to send a text or email out.
To start texting a Lead search for the Lead where you want to send a text or email to find the lead you want to send a text to, once you have it opened on the center of the Lead up on the top you will find where you can send one of texts and emails.
Once you are in the Lead, and you have found the text and call section, you can start entering your Text message, select the number of the contact to whom you want to send the message to, and also select the Callrail number that you want to use to send the message.
Now if you wish to send an email, just click on the email tab beside text, select the email address where you want to send the email to, make sure to add a subject and start typing your message!
Aside from sending the email immediately, Forefront allows you to schedule when you want to send the email or text, which provides you to strategically reach out to your Leads or just remind them for an appointment you have with them!