Overview
When you type into the box on a lead, REsimpli either adds a note or sends an SMS. You choose which one it does by default.
The setting is per user. Changing it affects only your own account, not anyone else on your team.
Steps
Step 1: Open any lead
Go into any lead. It does not matter which one — the setting applies to your account, not to that specific lead.
Step 2: Open the activity log settings
Go to settings, then activity log.
Step 3: Choose your default response type
Pick the one you want:
Send SMS — typing and sending goes out as a text message
Add Note — typing and sending records an internal note
Important Notes
This is a per-user setting. Changing it does not change it for your team. Everyone sets their own.
It applies on web and on the mobile app. Set it once and both match.
Pick the one that matches your role. Someone doing outreach all day wants SMS; someone reviewing and documenting leads wants Note. Getting this wrong is how internal notes get texted to sellers.
Troubleshooting
A note you meant to keep internal was sent to the seller
Your default is set to Send SMS. Change it under settings, activity log, and check the box before sending in future.
Your colleague's lead behaves differently from yours
Expected. The default is per user, so two people can have opposite settings on the same lead.
The setting looks different on the app
It should match. If it does not, sign out and back in to pick up the current setting.
Summary
Open any lead, go to settings, then activity log, and set your default response type to Send SMS or Add Note. The change applies to you only, on both web and mobile.