Sending Messages

To compose and send messages within a client conversation, utilize the message box situated at the bottom of the page. This seamless functionality allows for smooth and efficient engagement with your clients across various platforms.

Depending on what channels the contact is connected to, different channels will appear. Current messaging channels available in the CRM are:

To enhance the readability of the conversation within your CRM, you can easily collapse the message box by clicking on the four corners icon located at the far right above the message box. This will provide a more streamlined view of the ongoing communication, enabling you to better manage and navigate through the conversation history.

To compose a new SMS message, click on the Create New Message button located to the right of the funnel icon adjacent to the search bar. This feature allows you to send a fresh SMS message to any client within your CRM database, ensuring effective and prompt communication with your customers as needed.

After you click on the Create New Message button, a pop-up will appear for you to enter the message details. Start by putting in the customer's name. If the customer already exists in the system, their number will automatically populate. If you are putting in a new contact, you will need to put their phone number in as well.

For example, as shown below, the name that was searched was "Esther," and it showed names related to "Esther" with their emails and phone numbers.

You can select a pre-made SMS template or create your own message after you’ve selected your customer's name and phone number.