How to Call, Text, or Email a Prospect from Your Phone
When you’re away from the desk, a prospect’s profile on your phone is a set of one-tap actions. Tap the phone icon to call, the envelope to email, the speech bubble to text.
Doing it
- Open Kicksite in your phone’s browser, or from the installed app.
- Find the prospect using Universal Search or the Prospect List.
- Tap the icon you want, below their name and status:
- Phone — starts a call from your phone.
- Envelope — opens your email app with their address filled in.
- Speech bubble — opens your phone’s messaging app.
The call or text comes from your personal number, and the conversation lives on your phone rather than in Kicksite.
The better option for texting
If your school has an SMS integration, use Conversations instead of your phone’s messaging app.
- Messages are sent from your school’s number, not your personal one.
- The whole exchange is recorded on the prospect’s profile, so anyone at your school can pick it up.
- Message templates handle the questions you answer twenty times a week.
- Push notifications reach your phone the same way a normal text would.
The practical difference: a text sent from your own phone is invisible to everyone else at your school, and gone when you leave.
On a computer
The email icon opens your default mail application with the address filled in. The phone and text icons don’t do anything useful on a desktop — no dialer, no messaging app.
Conversations works everywhere, phone and desktop alike.
Troubleshooting
The icons are greyed out. No phone number or email address on the profile. Add one.
The text icon does nothing. You’re on a desktop. Use Conversations, or your phone.
The SMS icon is missing. They’ve opted out of texts, or SMS was never toggled on for their number.
Nothing happens when I tap email. No mail app is configured on the device. Copy the address instead.