Contacts

Searching Your Contacts/Sending an Opt-In (Attestation) Text Message

 Searching for a Contact

Advisors can also search for contacts by name and phone number. With this feature, advisors and agents can now better manage their many contacts within Relate.

Asking to Opt-In from Your Desktop

If a contact's Opt-In Status is "Needs Opt-In", you can do the following to request their consent to begin messaging.

1. Click on "Ask to Opt-In".

2. A window will pop up with the default opt-in message. Click send. Their status will change from "Needs Opt-In" to "Pending Opt-In".

If you click on "Go to conversation," you can see if they've given you consent to text them. From there, you can continue the text conversation with them.