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

Conversation



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