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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.

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