Sending Text to a number – Salesmate

Once the Salesmate Voice & Text app are enabled and you see a phone number, you can send a text message from there. Common places where we see the phone number.

From Contact/ Company/ Activity/ Deal List Page

Navigate to the Contact / Company / List / Deal - Module
Look for Phone Column (Manage Columns)
Hover on any Phone / Mobile Number or any Custom Field of the Type Phone, a pop-over will appear with an option to "Send Text"
By default, the primary number selected under general dialer settings would be selected to send out the texts.
In case you have been assigned multiple numbers, you will be able to select the From number from which you wish to send out the texts.

Hit on that option and popup will appear to Send a text message
The number will be auto fetched and shown in the popup window
You can Compose your message or select any of already created template
Click on Insert Templates to Add predefined messages

Keep Note of the Character Count
Similar operations can be performed for other modules

Note:

The character limit for a single SMS message is 160 characters, however, most modern phones and networks support concatenation and segment and rebuild messages up to 1600 characters. Messages not using GSM-7 encoding are limited to 67 characters.

When you send an SMS message over 160 characters the message will be split. Large messages are segmented into 153 character segments and sent individually then rebuilt by the recipient's device. For example, a 161 character message will be sent as two messages, one with 153 characters and the second with 8 characters.

Hit Send to send the Text message
On success, we will put a message in the Outbox to be sent
If any error occurs then an error message will be displayed
This message can be seen in the Failed folder
The user will be given a notification about "Sending Failed" with a detailed reason about why it failed (Cases: Low Balance, Wrong Number, etc.)

How to Schedule Text Messages

Hit Schedule to Schedule sending the message
You can select date and time and hit the Schedule button
Messages will land inside Schedule Folder and sent at the particular Date and Time
In case of an error, then the user will be notified about sending failure.

Note:

Salesmate voice and text should be enabled
Ensure the phone number is in the correct format to ensure proper delivery.
If you are using variables inside your templates, actual character length can change at the time of sending the message.
If a text message is fired from the deal then it will get auto attached to the deal too. You can send from deal detail page, deal's listing grid, or deals listing grid using bulk message. It will also replace deal variables inside the text body.

In case you wish to send text messages in bulk refer to this article.

From Contact/Company Detail Page

Navigate to the respective Module
Click on the desired Contact/Company
Click on the Mobile Icon to send text

From Contact/Company Preview Page

Navigate to the respective Module from the left menu bar
Click on the desired Contact/Company's preview icon

Hover on the Mobile Number to send text

From Activity Preview Page

Navigate to the Activity Module
Click on the desired Activity

Click on the Call Icon
Select the Number you want to Text to (In case of Multiple Numbers)
Click on Send Text Message

Compose and Send or Schedule your Message as required (Refer steps above for sending Text Messages)

From Deal Detail Page

Navigate to the Detail Page of the deal
Click on the three dots
Click on Text option
While under the detail view, you will also be able to change the From number from which you wish to send out texts.

Compose and Send or Schedule your Message as required (Refer steps above for sending Text Messages)

Text Conversation View

Navigate to the Text Module
Click on the Contact
Hover on the Mobile icon

Communication isn’t a one-way street. To ensure you have an effective two-way communication Salesmate CRM has added the conversation view to its text messages.

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