Tips for Managing Your Text Messaging Inbox

Multiple users can log in and share a central inbox which gives leadership more visibility over all communications.

Over time, this list of conversations can get long and cluttered.

Keep it organized with tags and by closing out open messages once you've made the sale and follow the other tips below to have the must success with the solution.

Best practice is to keep a zero inbox and close out conversations when all follow up and closing steps have been completed. 

Keep contacts with complete data by clicking the "three dots" in the top right of every conversation. Capture missing details so every record has a First Name, Last Name, Email, and notes for property address, note details, etc.

 Exceptional marketing requires complete data records to work. Missing data means future broadcasts won't reach as many people. 

Manage your contacts in the shared inbox by tagging them for future reference later. For example, "cold leads" or "nurture" or "unresponsive" tells you money was left on the table or you potentially lost but you can bring them back later if their chosen path doesn't work out. 

And identifying your “customers” are your most likely future buyers and referral engine. We treat these two groups differently in broadcast marketing (if we know who falls in what bucket). 

And tags for "disqualified" and “block” for junk calls help keep you from marketing to or following up with people that are a waste of time. 

Use the "Block" button on junk calls.  In the contact details on the web or mobile app, there is a blue "block" button which you should use for robo calls, spam calls, and sales calls you don't want to let through anymore. 

Aim for 5-minute or less response times, followed by 1-hour, same-day, and next-day as often as possible. Responsiveness (along with being friendly, conversational, and helpful) go a long way towards building rapport faster, so you win over competitors (even if priced higher).