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Sending a Message

Where To Initiate It

You can start to send a text message to a lead/contact by clicking the chat bubble icon in the Lead List.
You can also create an message by clicking on the + icon in the SMS tab on the lead or contact detail.

Message to Specific Person

When you click on the chat bubble icon you will be taken to a view like the one below:

In this view, it is designed to just send a text message to one person. The name and the number to send the message to will be automatically entered based on the record you clicked on in the List view.

 

The SMS Notes field is a required field and you enter the main text of the message here.

 

The File type defaults to “No File”, but you can also decide to select some images or videos to send along with the text.

Click the “Choose files” button and then the select file dialog will come up where you can select one or multiple files on your computer. To select multiple files just hold the Shift key as you make your selections.

 

Once you are done, click the “Send SMS” button on the bottom.

 

If you close the window before you send the email you will lose any information entered and the message will not be sent.
 
You will see a dialog telling you that it has been put in the queue and it will be sent out within a few minutes.

Other Types of Messages

When you create a new message from the SMS Tab you will be taken to a view like the one below:
This is similar to the view for sending to a specific contact, except there are multiple options that you can select: Agents, Contacts, Phone Number – Single, and Bulk SMS.

Agents

If you select Agents for the “Whom You SMS“, then you will be able to select one or more agents associated with the Lead that you are viewing.

Contacts

If you select Contacts for the “Whom You SMS“, then you will be able to select one or more contacts associated with the Lead that you are viewing.

Phone Number - Single

If you select Phone Number – Single for the “Whom You SMS“, then you will be able to manually type in any number you want to send the text message to.

Bulk SMS

If you select Bulk SMS for the “Whom You SMS“, then you will be able to manually type in multiple phone numbers to send to. You will need to seperate each phone number with a comma ( , ).
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