Overview
Everything you need to contact a lead sits inside their profile. You can call, text, email, or send direct mail without going anywhere else.
There are two ways to get to those options, and one of them also lets you record when someone has opted out.
Steps
Option 1: From the Contact Details
Step 1: Open the lead
Open the profile of the lead you want to reach.
Step 2: Hover over their contact information
Move your mouse over the phone number or email address.
A row of icons will appear:
Direct mail — send a mailer
Call
SMS — send a text message
Email
Click whichever you need.
Option 2: From the Actions Menu
Step 3: Open the Actions menu
Click the Actions drop-down on the right side of the profile.
Step 4: Choose a communication
Under Communications you will find the same options:
Make a call
Send an SMS
Send an email
Send direct mail
Step 5: Record an opt-out
The Actions menu also holds the opt-out options.
If a lead has told you they no longer want your mailers or marketing, update it here so their preference is recorded.
Important Notes
Both routes reach the same four options. Use whichever is closer to hand.
The icons only appear when you hover over the contact information, so they are easy to miss.
Opt-outs are only in the Actions menu, not on the hover icons.
Recording an opt-out as soon as someone asks keeps your outreach compliant and stops them being contacted again by mistake.
Troubleshooting
No icons appear next to the phone number
Hover your mouse over the contact information. The icons are hidden until you do.
You cannot find the opt-out setting
It is in the Actions drop-down, not on the hover icons.
A lead asked to stop receiving mail
Record it through the opt-out options in the Actions menu so it is saved against their record.
Summary
You contacted a lead from their profile. You either hovered over their contact information to use the direct mail, call, SMS, and email icons, or opened the Actions menu and chose from the same options under Communications. You also used the Actions menu to record an opt-out when a lead asked not to be contacted.