Getting to your Conversations

Select the Conversations tab from the left-nav menu

Understanding your Conversations home base

Conversation filter

A. Sort conversations by contacts on a specific contact list
B. Sort conversations by employee
C. Sort conversations by date

Ongoing conversations

Search for or create a conversation with a contact or view past conversations


Start and continue your conversation with your client in the messaging window

Texting someone outside of the Rocket Referrals account

Enter the number of the person you want to text in the search bar

Click the new message icon

Select the number from the dropdown to create the conversation

Type a message to begin the conversation

Short and concise messages are recommended when texting