Calendar tab overview

Using the Conversations Tab

It's crucial to follow up with real estate leads as quickly as possible. The Conversations Tab gives you an invaluable and preferred channel to connect with prospective buyers and sellers quickly and reliably.


Conversations Tab Overview - Advanced

The Conversations Tab is essentially your inbox, at the Advanced Account level, you are provided with the Email feature.

Underneath the first two headers, New Email and New Text, is the overall Conversations area which logs every single email conversation you have had through your Dashboard.

Just to the right are two helpful tools, Scheduled Messages and Draft Messages.

How to Send an Email

To send an email, click on New Email to open the Email Composer. From the Email Composer you have the capability to compose any email message. You will find the following fields and editing tools:

  1. To:
  2. Subject:
  3. The option to Insert HTML Variable (such as Recipients First Name)
  4. Text Options:
    1. Bold
    2. Italics
    3. Underline
    4. Strikethrough
  5. Justify Text Options:
    1. Align text left
    2. Center text
    3. Align text right
    4. Center justified
  6. Insert Options:
    1. Insert Hyperlink
    2. Insert image
  7. Create a table
  8. An option to view more tools
    1. View HTML
  9. And the Body of the Email

Once you are done composing your email you have a few options when you click the down arrow next to the red Send button, you can:

  1. Send
  2. Schedule
  3. Save as Draft

Learn more about the Conversations Tab

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