You need to tell smrtPhone what to do with text messages that are sent to your phone numbers. smrtPhone phone numbers are extremely flexible and can be routed to users or teams in different ways depending on what you want, so you must give the system instructions on where to send the message and who to notify.
If you do not set up an SMS flow to receive text messages, you will not receive the message.
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How to Create an SMS Inbound Flow
It's a very simple process! Watch this video and follow the two steps below:
🌐 Podio Users can find the logs within the Communication App
☁️ Salesforce Users can find logs within Tasks
⛰️ InvestorFuse Users can find logs in the Opportunities tab
🥷 REISift Users can find logs in the Records
🟧 Forefront Users can find logs in the Comms, Leads, and Contacts sections
⬆️ Realeflow Users can find the logs under Contacts > Item > Activity
📼 Tape Users can find their logs in the Communication App
ℹ️ Invelo Users can find their logs in the Contacts and Properties
🏘️ REI Software CRMs setup might be a bit different. You might want to check your Contacts app
🥕 Carrot Users can find the logs within the Opportunities tab
Verify Permissions of your Number
The first thing you need to do is make sure that the number you are working on has permission to receive and send SMS/MMS. You can do that by going to your Phone Numbers Admin page and checking the Capabilities of the numbers:
Voice: The number can make and receive voice calls
SMS: The number can send and receive SMS
MMS: The number can send and receive MMS
Set up Your SMS Flow
To receive SMS/MMS, you need to make sure that the flow the number is assigned to has an SMS Flow active and that it is configured correctly.
Generally speaking, most people use the SMS Inbox Applet, which simply accepts the SMS/MMS and sends it to CRM, in the dedicated place for this type of communication.
You can choose to have the inbox set to:
User - In this case, it will be sent to your CRM and only show up in the web application/mobile inbox for the user selected.
Team- In this case, it will be sent to your CRM and show up in the web application/mobile inbox for all users who are in the selected team.
Of course, you can see the messages on your Web App, Mobile App, Google Chrome Extension, and within your CRM and you can get notified on the desktop, with a small popup window and a gentle sound when you receive a text message/voicemail.
You can disable this notification by accessing the upper corner of the Dashboard > My Account > Toggle Off Inbox Alert notification.
If you want to find more, read this article here: How to text using smrtPhone ⇢
Bulk Actions
Within the Inbox, you have the option to mark all your messages/voicemails - individual and from teams, and to perform a bulk action on them: mark them as read/unread or delete them.
If you want to find more, read this article here: How to text using smrtPhone ⇢
Please keep in mind that you do not have an Undo button for deleted conversations, and they will be deleted permanently.
