Text a lead from CRM Chat

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

If you don't see this

• It needs the CRM permission. A director grants it under Manage School → Staff → Permissions.
• Your school must have Texting turned on. It's a school setting, ask your director.

CRM Chat is two-way texting with prospective families. It needs a texting number set up for your school.

Before you start

• Your school needs texting turned on and a Twilio texting number. Asilo sets this up.

Steps

1. Open the lead's Lead Information sheet.
2. Tap the round button (bottom right) and choose Open CRM Chat.

   Screenshot coming soon01 · /crm

   The lead's round button open with Open CRM Chat

3. If the family has no phone on file, enter it in Phone number for the child. Under Whose phone number is this?, pick the guardian, or Don't update a guardian (lead only). Tap Save.
4. Type your message and send it.

Tips

• The New message banner on a lead also opens the conversation.
• The CRM Chat tile on the CRM dashboard, and on My Day, lists all lead conversations.
• Tap the family's name at the top of a conversation to jump back to their lead.
• Each guardian needs their own phone number. You can't give two guardians the same one.

Troubleshooting

• "This school doesn't have a Twilio number set up yet." Texting isn't set up for this school. Contact Asilo support.