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Sending Text Message from Conversation Tab
STEP 1: Log in to your Vintory CRM account
STEP 2: On the Dashboard, click on the CONVERSATION TAB
STEP 3: Select Create New Message
Click the small pencil icon on the top right corner of the ‘Messages’ side.
- Fill in the necessary information of the person you want to send the text message to.
- Customer Name (Input the name of the customer you want to send the text message to.)
- Customer phone (Input the phone number of the customer you want to send the text message to.)
- Select A Template (You need to create a Template to be able to use this. Click here to know more) or
- Enter A Message (Input your message here.)
- Hit Send Message
- Once a conversation has been started, you can now continue sending messages using the field below.