Sending SMS (needs video)

Created by Ezra Weinstein, Modified on Thu, Oct 6, 2022 at 5:07 PM by Hannah Harris

Creating SMS Message


Sending an SMS is a bit more simple than sending an email. There is nothing needed other than the SMS message itself!


Adding Custom Fields


You have the option to add custom fields to your messages to save time and utilize the power of your CRM custom fields!


Adding Files to SMS


You can add files and images to text messages by clicking this button and selecting the files from your computer.


Adding Emojis to SMS


You can add some flare to your text messages with emojis by clicking here!


Using SMS Templates 


You can also create SMS templates in your CRM to cut down on response times. These templates are usually best suited for communications that are common or frequently asked.


Request Payment via SMS


You can now request payments from your customers or leads right from the conversations section of your CRM! Simply click this button and fill out the information in the pop-up to request payments!


Collapse Message Box


If you'd like to collapse this message box, you can simply click this icon.


Clear Text Box


To clear the text box and start over with a blank slate, simply click this button.


Send SMS


Don't forget to send your text message out when you are finished typing it!


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