How to Communicate With Leads

This video explains how to communicate with leads using the Move platform's multi-channel messaging capabilities. Here's a summary:

1. Communication Channels: Move supports text, phone calls, emails, and integrates with social platforms like Facebook, Instagram, Google Business Profile, and WhatsApp.

2. Phone Calls: You can manually dial a number using the green call button or call directly from a lead’s card. Multiple phone numbers can be selected for outbound calls.

3. Text and Email:

   • In the "Conversations" section, you can send text messages and emails.
   • For emails, you can adjust the sender's email and name, add a subject, and compose the message.

4. Templates:

   • Text and email templates are available. You can create custom templates using "custom values" to personalize messages (e.g., inserting a contact's first name).
   • Templates can be shared with your client success manager to add to the system.

5. Communication Tracking: All communication (calls, texts, emails) is logged and visible in the conversation thread for each lead.

This system simplifies communication and ensures all interactions with leads are tracked.