Relay Connect Help Center

Red: task due, blue: scheduled messaging pending, yellow: scheduled messaging completed.

Yes, but we recommend setting up a single account (with a shared login) so that responses are answered by the same account representative, even if behind the scenes that is a shared responsibility. This also allows tasks (internal to-do’s) to be shared between the members of your team.

The phone number is not public. We create a new virtual phone number used for all automated text and voice messaging set up in your campaign. This means all messaging sent out to new prospects will be through your virtual number, not the number we use for setup. We also use this number to set up call forwarding so that when a lead calls your virtual number directly, the call is forwarded to your organization. If a lead responds through text, these will show up in your Relay Dashboard.

On top right corner, go to your profile. Select “Account Settings” -> Select “Pipeline” on left side menu -> Select “Prospect Pipeline” center menu. Here you are able to drag and drop the stages in different order and rename your pipeline stages.

You can drag and drop on the Pipeline page OR you can click on the lead and change from the drop down “pipeline” menu item on the right side.

The scheduled messaging will automatically stop. But you do need to switch the “Do Not Call” button on the right side menu to turn on/blue under (Just click on the lead and the menu will pop up on the right side.) This will prevent them from receiving any future campaign messaging.