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Tutorial

How to send a SMS to buyer

UPDATED October 27, 2024 | 3 MIN READ
Sharad Mehta
Written by
Sharad Mehta
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https://youtu.be/5Tki-siGaDo

How To Send an SMS to Buyer

Go to the left sidebar menu, go to Leads → Active Leads.

Go to a Lead with a buyer.

red arrow pointing to general info section with red boxes around buyer information

Hover the mouse over the Buyer’s information to display the call or SMS  icon.

red circle around call and sms buttons for a buyer in the general information section

Click the Call icon to call the buyer or the SMS icon to send a message to the buyer.

Notes: There are two possible ways to receive an error when making a call or sending an SMS.

  • For Buyer: An error could occur if there is no available number specifically for the buyer (the system requires a number specifically assigned to buyers only).
error warning indicating to please purchase a number that is assigned specifically to buyers before continuing with this action.
  • For Lead: An error could occur if there is no assigned campaign to the Lead
error stating you do not have any campaign assigned to this lead. please assign a marketing campaign to this lead before continuing with this action.

To fix the error (Buyer):

a. Buy a number specifically assigned to buyers only.

i. Go to the right sidebar menu, click Manage NumberFor Buyers.

ii. Click Buy Number in the upper right section of the screen.

iii. Select number.

red box around buy number section and another red box around searched contact number

iv. Select Buyers in the “You will use this number for” section. Fill out the remaining information. Click the Confirm button.

red boxes around the buyers, cash buyers, other, and primary market fields in the phone number confirmation section. And another red box around the confirm button.

b. To check if the error is fixed:

i. Hover the mouse to the Lead. Click the SMS icon. The Send Message window will open.

ii. Type in the message, the system will require to select a number (Sending From). Click the Send Message button. SMS Sent Successfully notice will pop up in the upper right corner of the screen.

red box around sending from field and another red box around the rend right away button in the send message window

To fix the error (Lead):

a. Provide the campaign name.

i. Go to Actions. Click Edit icon.

ii. Click on Lead SourceDirect Mail (or select from the drop-down list)

iii. Click on Campaign name Absentee (or select from the drop-down list).

iv. Click on the Edit Lead button.

red box around market field option with primary market selected. And red box around select campaign name drop down with the absentee list being highlighted.

b. To check if the error is fixed:

i. Hover the mouse to the Lead. Click the SMS icon. The Send Message window will open.

ii. Type in the message. Click Send Message button. SMS Sent Successfully notice will pop up in the upper right corner of the screen.

c. To check the activity logs of the seller and the buyers, go to the Activity Log section:

activity log section showing buyer numbers

To send a message or call a buyer using Contacts → Buyer:

a. Go to the left sidebar menu, click Contact → Buyers. The list of buyers will appear.

b. Select the buyer to call or send a message to. The buyer’s information will be displayed.

red box customer sample tom brady in contacts list. Another red box around customer name in the buyer personal information section as well as a red box on the sms communication section.

c. Click on the Call icon to make a call or SMS icon to send a message. A window for call or SMS will open.

Note: Any communications made (call or SMS) with the buyer will reflect on the Activity Log section.

red box around phone and sms icon with an arrow pointing to the send message window. red arrow pointing to red box around message to customer

d. To view the Lead’s information from the Buyer’s window, click Deals tab. Click the address. Lead’s information including Buyers will be displayed, including the communications with the buyers are displayed in the Activity Log.

red box of clickable customer address with arrow pointing to another red box with more address details in the leads section with another red box around communication section

End.

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