Chat with a Lead

Talk to a lead in a private chat. They reply from a link, without creating an account.

Overview

This guide explains the magic link and the conversation on the lead page.

Who Can Access

Team members need Edit Leads to send messages.

Step-by-Step Guide

1. Open the conversation

   Open the lead and click the Conversation tab. The tab shows how many messages there are and marks new ones.

2. Share the magic link

   The Private magic link panel shows whether the link is Active, when it expires and when the lead last opened it. Copy link copies it so you can send it, and Open shows the page the lead sees. Renew makes a new link; the old one stops working.

   

3. Send a message

   Write in the box and click Send, or press Enter. Press Shift+Enter for a new line. You can format text and add links, and reply to a message to quote it.

4. Get their reply

   When the lead writes back, you get a notification. Their messages appear in the thread, and the line under it says when you are waiting on their reply.

Good to Know

• The lead gets the link in the confirmation email after they send your contact form or after you add them. Leads you import or get from Facebook don’t, so copy the link to them yourself.
• Sending a message doesn’t email the lead. They see it when they open their link.
• Links last 30 days. Renew a link to give the lead a new one.
• You can edit your own message once, within 5 minutes. Messages can be deleted within 5 minutes, by the person who sent them or an admin.
• Files and pictures can’t be sent in this chat.
• When you convert the lead to a client, the chat is closed.

Frequently Asked Questions