MESSAGES

Create

You can create your Message by following the given steps:

STEP-1: Click on Prospects -> Leads.

Select any one Lead and Right Click on it -> View Lead.

Click on Button Action and click on Add Text Message.

STEP-2: Fill Message Details. Select To number using Select Button. You can upload file to Send.

STEP-3: Assign Messages to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Send button to send message. Sending message will save the form automatically and then send it.

STEP-5: You can click on Save button and Skip Sending part as well.

Note: You can Add Text Message from Opportunity and Campaign using same above method.

List

. Click on Activity -> Messages. The list of Messages will display.

Edit

You can edit Messages by following the given steps:

STEP-1: Select the Messages that you want to edit. Right click on it and select Edit Text Messages.

STEP-2: Edit the details and click on Save button.