Description
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:
Clicking the Send SMS icon the Quick Action Tools of the listed lead in the Record List Panel
Clicking the SMS icon in the Action Tools in the lead’s expanded details in the Record Details Panel
Opening the Add Notes section in the lead’s expanded details in the Record Details Panel
The following articles provide more information about SMS text messaging:
Quick Action Tool — Send SMS
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.
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 messaging popup window opens.
Action Tool — SMS
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.
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 messaging popup window opens.
