Conversations on Mobile

Mobile App

Conversations on Mobile

The Conversations section of the mobile app lets you manage all your messaging in one place. You can respond to texts, emails, chat messages, and more, all from a unified inbox on your phone.

Accessing Conversations

Responding to Messages

When you open a conversation, you see the full history of messages with that contact across all channels:

• Type your reply in the message input at the bottom of the screen.
• Choose the channel for your response (SMS, email, or chat) using the channel selector.
• Attach images, files, or documents using the attachment button.
• Use quick reply templates for common responses to save time.

Switching Channels

Lead Fuel CRM unifies all communication channels into a single conversation thread:

• Tap the channel selector to switch between SMS, email, and chat when replying.
• The conversation thread shows messages from all channels in chronological order.
• Each message displays an icon indicating which channel it was sent or received on.

Using Voice Notes

For faster communication, you can send voice notes instead of typing:

• Tap and hold the microphone icon in the message composer.
• Record your message and release to send.
• Voice notes are delivered as audio attachments to the contact.

Conversation Actions

From within a conversation, you can take additional actions:

• View the contact's full profile by tapping their name at the top.
• Add internal notes that only your team can see.
• Assign the conversation to a different team member.
• Mark the conversation as read, unread, or starred for follow-up.

Tip: Use quick reply templates for your most common responses. Setting up templates for frequently asked questions, pricing inquiries, and appointment confirmations will dramatically speed up your response time on mobile.

Need more help? Contact Lead Fuel CRM support for personalized assistance.