How to read and reply to a new lead
Every enquiry lands in one inbox. Here is how to see it and reply.
Every enquiry from your website, Facebook, Instagram, SMS or email lands in one place: the inbox in your BuildMyService App. You do not need to check five different apps any more. Here is how to read a new lead and reply to it.
Follow these steps:
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1Open the BuildMyService App on your phone or desktop, or go to your login link.
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2Tap Conversations. New leads sit at the top with an unread marker.
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3Open the conversation to read the customer's message and see their contact details.
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4Type your reply at the bottom and send. It goes back on the same channel the customer used, whether that was your website, SMS, Facebook or Instagram.
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5Once you have quoted, drag the job to the Quoted stage so nothing gets forgotten.