When you click a conversation on the Messenger page, its details open in a panel on the right-hand side of the screen — your command center for that contact. From this one spot you can reply to your lead, update their info, set labels and follow-ups, call them, and even mark a deal closed. Here's a tour of what each part does.
Quick actions
The star icon to the left of the contact's name marks them as a favorite. To the right of the name, the phone icon places a call, and the branch icon adds the contact to a workflow.
Every other action lives behind the three-dot menu (⋯) at the far right. Click it to open:
- Move to DNC list — sends the contact to your Do Not Contact list.
- Delete contact — removes the contact from your account.
- Open in new tab — opens the conversation in its own browser tab.
- Export to CRM — pushes the contact to your connected CRM.
- Manage outreach — lets you view and manage all scheduled outreach for a contact — messaging campaigns, dialer campaigns, contact workflows, and scheduled 1:1 messages — all in one place.
The Messages tab
This is where each conversation opens by default. You'll see your full message history with the contact, the date and time of every message and call, and which campaign each message came from. (Times show in your current timezone.)
To keep the conversation going, type your reply and hit Send — it goes out instantly. 1 segment is 160 characters. (On the Elite plan, the opt-out removal feature lets you strip out opt-out language and fit more in.)
A few tools sit right in the reply box:
- 📎 — Attach a file from your computer. We accept .jpg, .jpeg, .png, and .gif. The maximum file size is 600KB per file.
- 😃 — Add an emoji to your reply.
- ⚡️ — Drop in one of your saved quick replies, or jump to the Macros section to create or edit one.
- 🎙️ — Click to record an audio message and send it as an MMS; note that you can attach files or record audio, but not both in the same message.
💡 Pro tip — If you catch yourself typing the same reply again and again, save it as a macro and drop it in with the m icon — it'll save you serious time across hundreds of conversations.
The Info tab
The Info tab is your contact's full profile. The core fields — First Name, Last Name, Phone Number, Email, Property Address, and Mailing Address — fill in automatically from your uploaded list, as long as you mapped the matching headers before verification. You can edit any field except the Phone Number: just click the field or the pencil icon next to it, and your change saves to the contact under Contacts.
Here's what else lives in the Info tab:
- Property on Google Maps — click the icon at the far right of the Property Address field to look it up.
- Outgoing number — the approved number (from those you've purchased) assigned to this thread. It's what your lead sees your texts and calls come from.
- Groups — every group this contact is in. Remove them with the X, or add them to another group from the Select Group field.
- Labels — the labels on this contact. Click the field to open the dropdown and change them.
- Campaigns — every campaign this contact has been messaged in. This one updates automatically and can't be edited.
- REI fields — extra fields that appear for accounts set to the real estate investing industry. Fill them in manually.
- Follow up on — schedule a follow-up. Pick a date and time from the calendar pop-up, and the contact is added to your Calendar tab.
- Mark Deal Closed — a fun way to track your wins. Hit it, and the closed deal is added to your Reporting page.
- Notes — private notes only you can see (your contact never sees them) — a lifesaver when you're managing thousands of contacts.
