Step 1: Find the lead. There are several options:
Option A:
Start typing the child’s name or the lead’s name, phone number or email address in the upper right search bar.
Click the child’s or lead’s name when it appears.
Option B: If you’re logged into a specific location….
On the Home tab, click the “All Active” status tab.
Click the lead’s/child’s row in the resulting list.
Option C: If you’re logged into a specific location and know the lead’s/child’s current status….
On the “Home” tab, either click the lead’s/child’s status tab or click the status column in the “Active Opportunity Pipeline” chart.
Click the lead’s/child’s row in the resulting list.
Step 2: On the “Manage Lead” page, click the green “Send Text Message” speech-bubble icon next to the lead’s phone number.
Note that if the "Send Text Message" icon is red it means the lead does not want to receive text messages.
Note that if the "Send Text Message" icon does not appear at all, it means the lead has no cell phone on file.
Step 3: On the “New Text Message” screen:
A (Optional): select a template for your text message.
B: Type your message, or review the template language and edit if necessary. You cannot use more than 300 characters.
C: If you wish to delay delivery, enter the amount of time you wish to delay the text being sent.
D: Click the “SEND” button.
