Send a text
Text a lead from the Inbox, the lead page, or Message anyone in the sidebar. You can choose the From number, use templates and merge fields, attach a photo, and schedule a text for later.
Text a lead
Open the lead's conversation in the Inbox, or choose the text button on the lead.
Check the From number. Pick a different one from the menu if you need to.
Type your message and send.
Send & done sends the text and marks the conversation done.
Text someone new
Choose Message anyone in the left sidebar. Search a name or number, or type a new number. A new number is added as a lead so the conversation is saved.
Helpful tools
Templates. Save messages you send often. You see Template saved.
Merge fields. Insert the seller's name and other details. Sends as: shows the finished text before you send.
Photos. Attach one image, under 5 MB, per text. A photo text uses 2 credits.
Length. The counter shows characters and message segments. Emoji make segments shorter.
Send later
Open the send menu and choose Send later.
Pick In 1 hour, Later today, Tomorrow morning or a custom time within the next 30 days.
The scheduled text shows above the message box until it goes out, and you can cancel it. If it could not be sent, you see Didn't send with the reason.
If it will not send
You see Couldn't send the text. for most problems. Check the checklist in What you need before you can call or text, then Why aren't my texts being delivered?.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.