Email & Text Templates are huge time savers! Boldleads offers several templates that can be sent to individual leads. Here's how to access and use your Email & Text Templates:
Step 1: Under the Settings Tab, select Email & Text Templates
Step 2: Select the + New Email or + New Text button. Choosing one of these will generate a new email or text template.
This is what you will see when you click on the + New Text button.
Step 3: After you save your new template, it will automatically appear as an option on the Email & Text Template page. It's also added to the template drop-down menus in all of your lead's profiles.