Your Inbox for All Lead Communication
The Conversations tab is where all communication with your leads happens.
It is your central inbox for managing messages, responding to leads, and tracking communication.
Start Here
π Read first:
βCommunication 101 in FranFlow
What Is Conversations?
Conversations is where you:
β View all messages (SMS + Email)
β See automated and manual communication
β Respond to leads
β Track message history
Where to Find Conversations
Click Conversations in the left navigation
Layout
Left side β list of contacts
Right side β message thread
What Youβll See in a Conversation
Each thread includes:
Messages sent by workflows
Messages youβve sent
Replies from the lead
Timestamps
π Everything is tracked in one place
How to Send a Message
Steps
Open a conversation
Type your message
Choose:
SMS or Email
Click Send
What Happens When a Lead Responds
When a lead replies:
β The message appears in Conversations
β You may receive a notification
β The thread updates instantly
π This is your cue to respond
How to Use Conversations Effectively
Step 1: Check Message History
Before responding:
β Review what has already been sent
β Understand the context
Step 2: Respond Quickly
Speed matters.
π Faster replies = better outcomes
Step 3: Keep It Simple
β Short messages
β One clear idea
β Easy to respond to
Step 4: Move the Process Forward
Each message should guide toward:
A call
A next step
More clarity
SMS vs Email
SMS
β Quick, conversational
β Best for scheduling and follow-up
β More detailed
β Best for resources and summaries
Daily Workflow Using Conversations
Check multiple times per day:
New leads
Replies
Unanswered messages
Your goal:
π No lead goes unanswered
Common Mistakes
Not Checking Conversations
Leads respond but no reply is sent.
Sending Duplicate Messages
Not reviewing automation history.
Overcomplicating Communication
Keep it simple.
Pro Tips
Treat It Like Texting
Be natural and conversational.
Use It as Your Hub
Avoid switching between tools.
Stay Consistent
Check regularly, not just once a day.
Final Takeaway
π Conversations = your command center
Everything starts and continues here.
