How LeadTruffle handles SMS compliance
Introduction At LeadTruffle, we take SMS compliance seriously to ensure that our customers stay protected while maximizing lead engagement. This article outlines how we handle SMS compliance, why opt-out messaging is required, and how we optimize for both compliance and conversions. Why SMS Compliance Matters SMS regulations, such as the Telephone Consumer Protection Act (TCPA) and carrier guidelines, require that businesses provide an opt-out option in any non-personal text message. FaFew readersUnderstanding Contacts and Inquiries in LeadTruffle
📝 Learn how Contacts and Inquiries work together — and why this model keeps your pipeline clean when the same person reaches out more than once. Table of contents Overview What is a Contact? What is an Inquiry? How Contacts and Inquiries work together Source, Entry Point, and Channels The full hierarchy: Contact → Inquiry →Few readersHow to use the Contacts Board and Table view in LeadTruffle
📝 Navigate the contacts table and board, filter your contacts, customize card layouts, and manage your contact statuses all in one place. Table of contents Overview Table view Board view Configuring board cards Managing contact statuses Overview The Contacts tab gives you two ways toFew readersHow 10DLC Phone Numbers Work in LeadTruffle
📝 Learn what a 10DLC number is, why it matters, and how to apply for one and set up call forwarding. Table of contents What is a 10DLC number? What does a 10DLC unlock in LeadTruffle? How to apply for a 10DLC number How to set up call forwarding on your 10DLC What is a 10DLC number? A 10DLC (10-digit longFew readersSwitching from Leads & Clients to Contacts & Inquiries
📝 Learn what changed, what stayed the same, and how to migrate your pipeline to the new Contacts model when you're ready. Table of contents What changed and why Leads vs. Contacts: the key differences How to switch to Contacts What the migration copies over Analytics and exports Timeline and what to expectFew readersLeadTruffle Glossary (Updated June 2026)
📝 Definitions for every key term in LeadTruffle — people, events, communications, pipeline, and system concepts. Table of contents People Inbound events Communications Pipeline Phone & messaging System People Contact A person — typically a homeowner — who has reached out to your business. The Contact is the primary record in LeadTruffle. Each Contact has one pipeFew readers