You can send an SMS from the List View of Contacts, Leads, and Organization modules. Follow these steps to send an SMS from the List View:
- Log in to the CRM.
- Hover over a contact, lead, or organization record.
- Click the SMS icon to open the Send SMS window.
- Enter or select the following information:
- Phone Number: Select the phone number field to display the available phone numbers and choose one to send an SMS.
- SMS Gateway: Select the SMS Gateway to send the SMS.
- Message: Type the message you want to send.
- Click the Send.
Note:
- You can send an SMS only to mobile phones.
- Ensure that phone numbers are saved in the international E.164 format.
- SMS service providers need to be configured for your contact before you can send an SMS.
- Any message you send will have a character limit of 160. Anything above this will be sent in a subsequent message.