Sending Text Message from Contact
STEP 1: Log in to your Vintory CRM account
Switch to an Account
(Drop down menu on the upper left corner of the screen)
- Choose an account.
STEP 2: On the Dashboard, click on the CONTACTS TAB
- Choose ‘Contacts / Smart lists’
STEP 3: Select a Contact
- Choose from your contacts list who you want to send text messages to.
(You can click their name or use the ‘Quick Search’ field to look for your desired contact.)
(Make sure that the contact has a Phone Number to send a text message.)
STEP 4: Start Sending Text Messages
(You can now start sending text messages to the chosen contact. You can also send attachments and use emojis which can be found on the lower right portion of the messaging field.)
SEND TO MANY
- If you want to send a text message to multiple contacts you can tick the boxes before the contact’s name and click the ‘Send SMS’ icon in the top menu.