Sending Messages

How To Send Messages

To send messages in a conversation, you will need to use the highlighted section, just below your message logs.

Choosing Message Channel

You can switch between communication channels here. This will depend on what channels this contact is connected to. Messaging channels include:

Collapse Message Box

If you'd like to collapse this message box you can simply click this icon.

Create a New SMS Message

You can also create new SMS messages and send them to ANY customer in your CRM by simply clicking on the icon shown below.

Adding Customer Information

Once you click the "Create New Message" button, you will need to add customer information such as the customer's name and phone number.

Add Template or Message

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Last updated 2 years ago