What’s New
When a lead calls, texts, or emails you about getting utilities set up, you
can now turn that conversation into a Utility Connect referral without
leaving the inbox — using the same inbox product you already use, not a new
one.
Features
- Designate one of your inboxes — turn on Utility Connect inbound
inbox in that inbox’s General settings. Each account designates its own
intake inbox, and only one at a time; the team is that inbox’s team. - Assign the number and mailbox as usual — use the existing Numbers and
Email tabs for the dedicated line and alias. - Intake on the conversation — after you add the sender as a lead,
collect their move-in address and refer them. The referral is attributed as
a SureSend inbox lead and submitted to Utility Connect the same way as the
contact-record button.