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How to Search, Add and Edit Quick Replies

Quick replies are saved answers you can use in any conversation. Use them for replies you send often, or to set the answers your team should use.

Resources

→ Replying To Messages

Create a quick reply

  1. In the menu on the left, click the pencil icon to open Templates Manager, then click Quick Replies.
  2. Click New Quick Reply.

    08-quick-replies.png
08-quick-replies.png

  3. Enter a name in Question and write the reply. You can add dynamic fields, and the reply must stay under 320 characters.
  4. Click Submit.

09-create-quick-reply.png
09-create-quick-reply.png

To change the order of your quick replies, drag them up or down in the list. Use the three dots next to a quick reply to edit it.

Use a quick reply in a conversation

  1. On the prospect's page, click the stack icon next to the message box.
  2. Search for the quick reply or pick it from the list.

10-select-quick-reply.png
10-select-quick-reply.png

Save quick replies on the go

Type your reply in the message box and click Save as quick reply before sending.

Questions? Email support@leadsherpa.com.

 

Lead Sherpa Tip: You can also save quick replies on the go! Type your reply in the text field of the conversation and hit "Save as Quick Reply" before sending.

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