Send and Receive SMS messages
Added in Version 0.28 Overview In this article we’ll describe how to send an SMS Message. Note: You must have the Can Send SMS role to send SMS Messages. Send an SMS from Leads/Quotes/Jobs Open the Sales Leads, Quotes or Jobs page. Filter the list to the records you wish to send Read more…
Added in Version 0.28 Overview In this article we’ll describe how to request a refund of SMS Credit. Note: You must have the SMS Admin role to request a refund of SMS Credit. Purchase SMS Credit After logging into the app, click the SMS Credits button at the top right corner of the screen. Read more…
Added in Version 0.28 Overview In this article we’ll describe how to purchase SMS Credit. Note: You must have the SMS Admin role to purchase SMS Credit. You can also setup automatic purchasing of SMS Credit. Purchase SMS Credit After logging into the app, click the SMS Credits button at the top right corner Read more…
Overview In this article we’ll describe how to configure SMS Templates. Note: You must have the SMS Admin role to configure SMS Templates. Add a new SMS Template Open the Main Menu and scroll down to ENTERPRISE APP. Click SMS Templates. Click New. Fill out the SMS Template fields: Type: Entity type to use for Merge Fields. Read more…
Added in Version 0.28 Overview In this article we’ll describe how to allow users to send SMS Messages. Note: You must have the SMS Admin role to configure SMS Users. Configure SMS Users After logging into the app, click the SMS Credits button at the top right corner of the screen. The SMS Admin screen will Read more…
Added in Version 0.28 Overview In this article we’ll describe how to setup automatic top up of SMS Credits. Note: You must have the SMS Admin role to setup automatic top up. Configure Automatic Top Up After logging into the app, click the SMS Credits button at the top right corner of the screen. Read more…
Added in Version 0.28 Overview In this article we’ll describe how to signup for the SMS. Note: You must have the System Administrator role to signup for SMS. Signup for SMS After logging into the app, click the SMS Credits button at the top right corner of the screen. A confirmation Read more…