- Go to the Contact or Lead module Load a pre-defined VIEW, create a new VIEW or carry out a SEARCH, to get your results listed in the results grid.
- Select the records that you wish to send to by clicking the tick boxes on the left of the grid.
- Select the SMS button
- This will take you to the SMS screen, listing all of the records that you have previously selected.
- Type your message and select the SEND button
Note : SMS (in the same way that our email works) only lists those records that have a mobile number, if there is no mobile number listed then the record will not be shown listed in the SMS create screen.
Need More Help?
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