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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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The following articles provide more information about SMS text messaging: |
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Quick Action Tool — Send SMS
Select a lead status from the inFlow optionsClick 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 alead from the list of leads that opens in the Record List Panel to the right. 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
Select a lead status from the inFlow optionsClick 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 alead. 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 toolbar in the Record Details Panel that opens for the selected lead.
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.