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Text with clients in Texts

Two-way conversations with clients from your company number.

Guide 6 of 6 in CRM & marketing 2 min read 3 parts

What it is

Texts keeps every message with a client in one thread, sent from your company's own number, so the whole team sees the conversation.

1 Before you start

  1. Register your business in Settings → Text messages (see Get your texting number).

Texts appears in the menu only after your texting number is active.

2 Conversations

  1. Open Texts and pick a client — or click Text on a client or visit.
  2. Replies from clients come into the same conversation.
  3. Save the answers you use most in Settings → Text messages → Saved replies.

3 Clean up

  1. Use the trash button on a message or the whole conversation.

Deleting hides the text in Jobs & Jots; the client still has it on their phone.

Common questions

What does the client see?

A text from your local business number that starts with your company name.

Related guides

Get your texting numberRegister your business once and text clients from your own local number. 3 min Send On my way with a live mapTell the client you're coming and let them watch you arrive. 2 min Send email and text campaignsPromotions, maintenance reminders and news to a group of clients. 3 min

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