Note, you must have a ChapterBuilder phone number setup to be able to send messages. The only users that have access to the communication features are admin.

To text multiple Leads from the Lead List, follow these steps. 

1. Navigate to your Leads (left-side navigation bar, "Lead List") and select the Leads you want to work with. To select a Lead, simply click the checkbox in the upper right corner. You will know who you selected, because they will turn red.

2. Click the red "Actions" button in the upper right corner and select "Text" 

3. You will be redirected to the message tabs with the selected Leads appearing as recipients. 

4. Customize your message and click the red/orange arrow to send. Each recipient will receive an individual message from your ChapterBuilder number. Each message thread will appear on it's own on the left-hand side. 

To text multiple Leads from the Message tab of ChapterBuilder, follow these steps

• Navigate to the “message” tab located on the left-hand navigation bar

• There you will see the screen below
  

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• To send a new message type in the name of each Lead you want to message

• Once you have all your recipients selected, type your message in the lower section where it says “Write a message.”

• Click the send arrow (send)
  

Note – once you send the message it will appear in the message tab as a thread on the left-hand side. All responses will populate here too. The message will also be stored on the Lead’s profile in the activity feed.