Send a message

Go to Communication > Texting to send a message.

Reply to an existing conversation

1. Open Texting.
2. Pick a conversation from the left panel.
3. Type your message in the box at the bottom.
4. To attach a photo, click the image icon — it only appears if your phone service supports picture messages (MMS).
5. Press Enter or click the send button.

Start a new conversation

1. Open Texting.
2. Click the new conversation button.
3. Search for a customer or type in a phone number.
4. Open the conversation.
5. Type your first message and send.

Tips

• Lead with your shop name so the customer knows who’s texting them.
• Don’t send payment details, card numbers, or Social Security numbers by text.
• Use templates — they’re faster and keep your tone consistent across advisors.
• After sending, watch the message bubble for a failure indicator. If you see “Failed,” check the number and try again.