Within the Conversations section of your CRM, the Template tab allows you to craft both text and email templates. These templates serve as a valuable resource for composing recurring manual messages sent to clients. By incorporating diverse elements such as custom values, trigger links, and file attachments, you can tailor your templates to suit various ..
Category : Conversation
To create a new text template, start by clicking on the green + Add Template button on the top right of your screen under Templates in the Conversations tab of your CRM. A dropdown will appear for you to choose either Add Text Template or Add Email Template. In this case, click on Add Text ..
Contact Details Upon opening a conversation, the contact details can be located on the right-hand side of the page. You can also perform certain actions such as creating a new opportunity for this contact, or scheduling them into an appointment all while having a conversation with them! Contact This section displays essential information such as ..
How To Send An SMS Creating SMS Message To send an SMS message to a client, first access the pertinent conversation within your messaging platform. Then, locate and click the SMS button situated at the bottom left corner of the conversation window. This action will prompt the appearance of a message box where you can ..