StreetText

Isaac Foster

Stephen Whiting

Have questions about leads? Wondering what to do once you get a lead? Check out these articles to learn more!

Contacts 👥

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

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

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)

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

Assigning leads to your teammates

How to understand everything within your "contacts" section

Understanding your Contacts section

Learn how to delete a lead from the contact section

How to Delete a Contact

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

Essentials

How to integrate your CRM to your StreetText Account

How to connect your CRM to StreetText

How to send leads with Zapier

Pipelines: Manage Your Leads Visually

Taking It Further

Need more information on how to get leads? See below for a detailed description!

How do I get leads?

How to edit/change a live ad

FCC/TCPA Compliancy

Troy Mack

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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.

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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.

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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.

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

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

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

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