There are a few different methods that can be used to send messages in Zoho CRM depending on your needs. Let's take a look...
- Sending messages direct from Zoho CRM:
- Sending messages from the SMS for Zoho CRM extension:
Sending messages direct from Zoho CRM
Option 1:
1. If you are in the Leads module, choose a contact, and when you click on the checkbox next to their name, the Send Bulk Smooth SMS button will appear. Click it:
2. When the messaging window appears, you can configure the following:
- A) From Number: use the dropdown arrow to select your from number.
- B) Number to use: you can select to send to All Possible Numbers stored in the contact's profile, or you can specify a number.
- C) Who should be notified of replies?: you can choose either "Me" (which is the user sending the message), or the Owner of each record.
- D) To field: you can use this box to see who you are sending the message to, in this case, it's just going to one recipient.
- E) Templated or Blank message content: choose whether you want to use a template or compose the message from scratch. If you want to learn more about creating templates, see this article.
- F) Template: if you do decide to use a template, use the dropdown box to select a template, or click Edit to edit the template.
- G) Message Content: you can compose and edit your message here.
- H) Send Now: click this button to send your message.
Option 2:
1. From the Leads module, click on the Contact Name:
2. Click on Send Smooth Message:
4. Then you can follow the same steps in Option 1 to complete the process.
Option 3:
1. From the Leads module, click on the Contact Name:
2. From inside the contact, click on Smooth Messenger in the navigation pane on the left:
3. Then it's as easy as composing your message and clicking Send.
Sending messages from the SMS for Zoho CRM extension
Option 1:
1. First you need to go to the Smooth Inbox and Bulk SMS module. If the contact you want to message already has an open conversation in the inbox, you just need to click on the contact, then just compose your message and click Send:
Option 2:
1. From the Smooth Inbox and Bulk SMS module, click on the Start a new conversation button (the + icon) on the top right:
2. In the pop up search window, type the name or phone number of the contact you want to message, click the Search icon (magnifying glass), and click on the name of the contact:
3. The new message will then load in the inbox, so all you need to do is write your message and click Send:
