If you have purchased a Back At You Virtual Phone Number, you can send and receive text messages directly within ClientBAY. This allows you to keep your business communications organized and professional in one place.
Navigate: Select the Messaging tab on the left-hand menu.
Access Your Number: Select the Virtual Phone Number tab at the top of the screen.
Here, you can view your entire history of sent and received messages.
Compose: Click the 🔵 + New Text Message button in the upper right-hand corner.
Select Recipient: Type in the name or cell phone number of your contact.
Write & Send: Type your message in the bottom box and click the Up Arrow (Send icon) 📤 on the bottom right.
💡 Bonus Tip: You can also send a text message to a contact directly from their Contact Details page in your CRM for even faster follow-up!
For the Client: The text will appear on their phone as if it came directly from you.
Replies: When they text you back, you will receive a Notification Alert 🔔 within ClientBAY.
Tracking: You can view and reply to all conversations directly within the Text Messaging Dashboard.
Interested in adding this feature or need help with your current number?
Requirement: This service is only available to brokerages who have purchased Virtual Phone Number for their users.
There is an Opt-In Process for your recipients. Click here to learn more