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Mark a text as no reply needed

  • Director
  • Admin
  • Needs: CRM
  • School setting: Texting
  • Phone
  • Draft

When a family texts "Thanks!", mark it as needing no reply so it stops showing in Action Required.

Before you start

Steps​

  1. Open the conversation from CRM Chat.
  2. Tap the acknowledge icon at the top (Acknowledge — no reply needed).
    The acknowledge button in a conversation
  3. In No reply needed?, tap Confirm. The family is cleared from Action Required and won't be re-flagged as a hot lead.

Tips​

  • The button only appears on conversations linked to a lead.
  • The web Texting inbox doesn't have this button; use CRM Chat.