Text Templates (Mobile) Follow

Text templates can help you streamline your communication with customers. To create a new template (or edit an existing template):

1) Go to "settings" and scroll to select "text" and then "text templates"

2) Click the "plus" sign to create a template, or clone an existing template (if any are available).

3) Use "field tags" to add dynamic fields (e.g. contact's name, your name, property address).

4) Access your template by choosing "text with template" when texting a new lead or contact. 

Video walk-through below.