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Reading and replying to a lead

Find a conversation with search and filters, read it, and send a reply with formatting and attachments.

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Written by Mike Lukasevicz

A reply from a neighbor is only worth as much as your answer. This guide walks from opening the Inbox to a sent reply.

Find the conversation

The Inbox with the conversation list on the left — search box, filter pills with counts, campaign dropdown, and a conversation with an unread dot and a Positive sentiment pill.

  1. Open Inbox from the navigation. Conversations are listed newest first, and anything with a dot is a reply you have not read yet.

  2. Narrow the list if it is long:

    • Use the filter pillsNeeds reply is the fastest way to find promising conversations still waiting on you; Positive shows every interested neighbor.

    • Type in Search replies, names, addresses… to match a name, email address, reply text, or property address.

    • Pick a campaign in the All campaigns dropdown to see only that property's replies.

  3. Select the conversation. It opens in the right-hand pane (or full-screen on a phone), and the unread dot clears for good — it will still be read the next time you sign in, on any device.

To clear a batch of unread conversations you have already dealt with, use Mark N read at the end of the row of controls. It marks the conversations currently on screen — the ones matching the pill, campaign, and search you have applied — so set those filters first.

Read it

Messages run oldest to newest, so read from the top. The header confirms who you are talking to and which property the campaign was about — worth a glance before you write, since one neighbor can appear across more than one of your campaigns.

Under the header sits the contact card: the neighbor's name, their phone number, and their own property address. That is everything you need to pick up the phone instead of writing back, without leaving the conversation to look them up. Fields we do not have on file read Not available, and the phone number is a link you can tap to dial. The card is also where Mark as interested and Follow up live — see Starring, flagging, and forwarding.

Write and send your reply

An open conversation with the reply composer at the bottom — formatting toolbar, attach button, message body, and the Send button.

  1. Click into the reply box at the bottom — it prompts with the neighbor's first name.

  2. Write your reply. The toolbar offers basic formatting plus Link for inserting a link. Keep it short and personal; you are answering an email, not sending a brochure.

  3. To include a file, use Attach (or drag files onto the reply box). Each file can be up to 10 MB, up to 10 files per reply. Attached files appear as chips under the box — the × on a chip removes it before sending.

  4. Select Send. Your reply goes out on the same email thread the neighbor has been replying to, appears in the conversation labeled You, and shows a sending status until it is confirmed.

Important — If a reply fails to send

A failed send shows a "Reply not sent" message above the composer and marks the message failed in the conversation. Your text is not lost — fix the issue the message describes (or just try again) and re-send.

Archive it when you're done

When a conversation has run its course, select Archive in the conversation header. It moves out of the inbox and into the Archived pill, where Unarchive brings it back. If that neighbor writes again, the conversation returns to your inbox on its own, so archiving never costs you a new reply.

Tip — Move the conversation to your own inbox when it gets serious

Once a neighbor is genuinely engaged, it is natural to suggest a call or move to direct email — the Inbox is for working replies, not for managing a client relationship.

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