Sending Facebook Messages
Connecting Facebook/Messenger
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Creating Facebook Messages
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Message Source
When a message notification comes in, you can see which platform the message came from here especially if you have a lot of communication platforms linked to your account.
Adding Files to FB Message
You can add files and images to text messages by clicking this button and selecting the files from your computer.
Adding Emojis to FB Messages
You can add some flare to your text messages with emojis by clicking here!
Using SMS Templates
You can also use the SMS templates created in your CRM to cut down on response times. These templates are usually best suited for communications that are common or frequently asked.
Request Payments via FB Message
You can now request payments from your customers or leads right from the conversations section of your CRM! Simply click this button and fill out the information in the pop-up to request payments!
Collapse Message Box
If you’d like to collapse this message box, you can simply click this icon.
Archive/Unarchive
You can archive this chat by clicking on the “Archive” button. You can unarchive it by clicking on the button again.
Mark As Read/Unread
You can Mark the chat as Read here or mark it as unread.
Delete
You can delete the client’s chat here
Client Info
Here you can access the client’s details and also edit the settings.
Full Name
The client’s name will be displayed here.
Phone Number
If the client’s phone number wasn’t included with their info when they messaged, you can request it via chat and input it manually.
You can also input the client’s email address here.
Add Tags
You can add tags to your client’s info here
DND
To enable the “Do Not Disturb” option, click the “Configure” button to select the platforms you will be disconnecting the client from.
Active Campaign/Workflow
Create Opportunity

You can add the client to an opportunity here, just input the necessary info and click the “Add” button to save it.
Book Appointment
- Select the team’s calendar you would like to assign this client’s appointment to, then
- Choose the timezone, date, and time slot. You can decide to customize the Start and End times.
- Input the appointment title. Click on “Show Notes” to see the appointment description.
- Select the meeting location, you can either select Calendar Default or customize the location.
- Select the appointment status; Confirmed or Unconfirmed.