Summary:
Communicate with leads and clients directly through Triply to keep all history in one place.
Steps:
Open the lead or client profile.
Go to the Messages or Communication tab.
Send an email, in-app message, or SMS (depending on your settings).
View message history and replies within the same thread.
🔔 Tip: Use saved templates for faster responses.
Common Questions:
Q: Can Triply track email replies?
A: Yes – replies to Triply-sent emails are logged in the communication thread.