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How do I set up or configure an SMS provider in the CRM?

Table of Contents
Follow these steps to set up or configure an SMS Provider in the CRM:
  1. Click on your display picture () on the top right corner of the screen.
  2. Click on Settings to open the Settings page.
  3. Under Extensions, click SMS Provider Configuration.
  4. Click the +New Configuration button on the top right corner of the screen. 
    • If you are configuring for the first time, you can click Create SMS Provider Configuration.
  5. Select the service provider from the Provider dropdown.
  6. Set the Active radio button to Yes. (Select No, if you want the service provider to be inactive but visible in your list.) 
  7. Enter the name of the user in the User Name field.
  8. Enter the password.
  9. Enter the ID of the sender in the Sender ID field.
  10. Select the Character Set.
  11. Click Save.
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