Customer Relationship Management made simple ConvallisCRM

Send Text Messages

Subscription from TextAnywhere required.

Got something to say? Say it with the SMS features of ConvallisCRM.

Send Text Message
  1. Select File then Send Text.
  2. In the Destination box, select which contacts to send the message to by ticking the box next to them, if you are sending a message to someone you don't have stored on the CRM, select Unknown Contact from the list and type in their mobile number.
  3. In the Replies box, select a Reply Type and fill in either Originator or Reply Email.
  4. In the Message box, write your message, if you require a template, tick the Select Template box and choose a template.
  5. Use the Contact Touch box to add a touch to each contact that receives the message.
  6. Click Send.
  7. Click Close.

You can check your credits by clicking the Check Credits button.

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