StreetText

Learn how to delete a lead from the contact section

How to Delete a Contact

Add, remove, reorder and choose the cover photo for a listing in the Listing Portal, and clear out blank frames left behind by an import.

Managing the photos on your listing

What your plan includes each month, what a lead costs past that, and how to keep a balance topped up so enrichment never quietly stops.

Paying for LeadReveal: your allowance, balance and auto top-up

Your trial includes 20 free enrichments once your account manager switches them on. Nothing is ever charged on a trial.

Trying LeadReveal during your trial

Read the city's own public assessment for a lead in Calgary, Edmonton, Winnipeg, Vancouver, Montreal, Regina or Saskatoon, free of charge.

Property values for your Canadian leads

Give Julie the facts she needs — your listings, your prices, your rules — and approve everything before she can use it.

Teach Julie: the AI Concierge knowledge base

Everything on a single contact: their details and social profile, a full activity timeline with form answers and delivery outcomes, their deals, their property intelligence, and their tasks.

A tour of the contact page

Pick the ad metrics your seller sees on a listing report, preview the change as you go, and download the same layout as a PDF.

Choosing which numbers appear on your listing report

Your saved lists now sit in a panel beside your contacts, with live counts, folders, and a marker for lists that power a Facebook audience.

Organizing your saved contact lists into folders

How to understand everything within your "contacts" section

Understanding your Contacts section

How to assign and unassign leads to the agents on your team — one at a time or in bulk.

Assigning leads to your teammates

Send one personalized text message to many of your contacts at once with consent, timing, and delivery rules handled for you.

Sending a Broadcast (Mass Texting)

Define custom fields once in Settings and use them on every lead — with types, ordering, and a hide-until-filled option.

Creating custom fields for your leads

AI Concierge is Julie — StreetText's always-on assistant that helps you keep up with your lead conversations. Here's what she does and where to find her.

Meet Julie, your AI Concierge

Take one conversation over yourself: pause Julie for a single lead so she stops replying to them, without switching her off for your whole account.

Pause Julie on a single conversation

Turn on lead routing so every new lead from your ads and funnels is handed to the next agent in your rotation, automatically.

Automatically share new leads between your agents

A map of the StreetText settings pages — where your password, Facebook connection, monthly budget, notifications and Conversation settings now live.

Where to find your account settings

Understand the labels on each outgoing message in a conversation, so you can tell at a glance what was sent by you, by an automation, by AI, or on a…

Who sent a message in Conversations

How to use the Send leads to BoldTrail format in Email Notifications so your StreetText contacts reach BoldTrail (formerly kvCORE) with their tags intact.

Sending your leads to BoldTrail with their tags

Turn on Push Lead Assignments so the agent a lead is routed to in StreetText is the agent it lands on in Follow Up Boss.

Keep your Follow Up Boss assignments matching StreetText

Use New message to text any contact, including someone who has never texted you, with a picker that tells you up front who can and cannot receive a text.

Start a new conversation from the Conversations page

Add extra texting numbers to your account and give each teammate their own local number, so texts to their contacts come from them.

Give Each Teammate Their Own Texting Number

See below for information outlining the next steps to take after receiving a lead!

I received a Lead! 😃 What's next?

I have an Address-only lead, what do I do next? Read below to learn what to do next.

I received a lead, but they only provided me with their address.

Want to know how to export leads? See below for a walkthrough!

Export/Download Leads

How to sort your leads using filters

Isaac Foster

Stephen Whiting

Essentials

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.