Saved Replies let you respond to clients more quickly and consistently, whether you’re responding to a lead, answering a new inquiry, or following up on an existing job.
Instead of retyping the same information over and over, you can create reusable messages that keep your communication quick, professional, and on-brand.
How to create a Saved Reply
Click Settings in the main navigation menu.
Under Clients, select Saved Replies.
Click Add saved reply.
Add a title and enter the message you want to save.
Click Save.
How to edit a Saved Reply
Click Settings in the main navigation menu.
Under Clients, select Saved Replies.
Click the pencil icon next to the reply you want to edit.
Click Save.
How to delete a Saved Reply
Click Settings in the main navigation menu.
Under Clients, select Saved Replies.
Click the trashcan icon next to the reply you want to delete.
Click Confirm.
How to use a Saved Reply
You can use a Saved Reply any time you’re sending a message to a client, responding to a lead, or reaching out to an Opportunity.
Next to the message box, click Used saved replies.
Click the saved reply you want to use.
Click Send.