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SMS Action Tool

SMS Action Tool

Owned by Jack Friend
Last updated: Aug 03, 2024 by Rebecca Kornblum
4 min read

Description

This article describes how to send an SMS (text) message. An SMS message can be added in three ways:

  1. Clicking the Send SMS icon the Quick Action Tools of the listed lead in the Record List Panel

  2. Clicking the SMS icon in the Action Tools in the lead’s expanded details in the Record Details Panel

  3. 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

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. 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.

    image-20240725-225921.png

  3. Select a lead 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.

    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 messaging popup window opens.

    image-20240725-230625.png

Action Tools Toolbar — SMS

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. 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.

    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 toolbar in the Record Details Panel that opens for the selected lead.

    image-20240725-232240.png

  6. The SMS text messaging popup window opens.

    image-20240725-232606.png

Add Notes — Record Details Panel

  1. Click inFlow 2.0 from the inFlow dropdown list.

    image-20240727-000659.png

     

  2. 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.

    image-20240802-224019.png

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

    image-20240802-224342.png

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

    image-20240802-224613.png

  5. Click the Add Notes tab to open the section.

    image-20240802-224752.png

  6. Enter the note.

    image-20240802-225010.png

  7. Click Add Notes to save the note.