FAQs in this section
What is SHORT MESSAGE PEER-PEER or SMPP?
What are SMS Templates?
How are SMS Templates used in Vtiger CRM?
How are SMS Templates useful for businesses?
What is a Merge Tag?
How are Merge Tags used in SMS Templates?
In which editions of CRM are SMS Templates available?
What are the benefits of using SMS Templates?
How do I install the SMS Notifier add-on?
How do I merge tags in my SMS Template?
How do I create an SMS Template?
How do I edit an SMS Template?
How do I delete an SMS Template?
How do I send an SMS using an SMS Template?
What are Merge Tags?
How do Merge Tags work?
Is there a case study on how Merge Tags are used in a business SMS?
How do I use Merge Tags in an SMS Template?
What is an SMS Task in a workflow?
How do I manage SMS messages in Vtiger CRM?

How do I send an SMS from Vtiger?

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:
  1. Log in to the CRM.
  2. Hover over a contact, lead, or organization record.
  3. Click the SMS icon to open the Send SMS window.
  4. Enter or select the following information:
    1. Phone Number: Select the phone number field to display the available phone numbers and choose one to send an SMS.
    2. SMS Gateway: Select the SMS Gateway to send the SMS.
    3. Message: Type the message you want to send.
  5. 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. 
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