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Rebecca Kornblum

Rebecca Kornblum

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Quick Action Tool — Send SMS

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.pngImage Added

     

  2. Select a lead status from the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240725-225921.png

  3. Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.

    image-20240725-225949.png

     

  4. Click the SMS icon in the selected lead’s Quick Action Tools.

    image-20240725-230403.png

     

  5. The SMS text messagingpopup window opens.

    image-20240725-230625.png

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Action Tool — SMS

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.pngImage Added

     

  2. Select a lead status from the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.

    image-20240725-225921.png

  3. Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.

    image-20240725-225949.png

     

  4. The Record Details Panel opens on the right side of inFlow.

    image-20240725-230931.png

  5. Select the SMS icon from the Action Tools section.

    image-20240725-232240.png

  6. The SMS text messagingpopup window opens.

    image-20240725-232606.png