Messaging Setup
Video coming soon
Set up where your DMs come from and where the replies go.
- Open Accounts
Connect a sending account
Add the X account your DMs are sent from.
- Open the campaign builder
Preview a campaign
Pick a lead list and your messages and read each DM first. Nothing is sent until you launch.
- Open CRM
See where replies land
Replies show up in the CRM, where you answer and track each conversation.
Finished these steps? Mark the module complete below.