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This article describes how to send an SMS (text) message using the Quick Action Tools or Action Tools icon. An SMS message can be added in three ways:
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Click inFlow 2.0 from the inFlow dropdown list.
Select a lead status from an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.
Click the SMS icon in the selected lead’s Quick Action Tools.
The SMS text messagingpopup window opens.
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Action
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Tools Toolbar — SMS
Click inFlow 2.0 from the inFlow dropdown list.
Select a lead status from an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, the first lead (Mae Roberts) in the New Lead list is selected.
The Record Details Panel opens on the right side of inFlow.
Select the SMS icon from the Action Tools section.
The SMS text messagingpopup window opens.
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Add Notes — Record Details Panel
Click inFlow 2.0 from the inFlow dropdown list.
Select an option from the Lists, Queues, or Workflows in the Menu Panel. In this example, we have selected New Lead and the leads are listed in the Record List Panel to the right.
Select a lead. In this example, the first lead (Carter Howard) in the New Lead list is selected.
The Record Details Panel opens on the right side of inFlow.
Click the Add Notes tab to open the section.
Enter the note.
Click Add Notes to save the note.