Text messages can be sent from any dialer within the smrtPhone platform. This article walks you through how to send messages from within Salesforce.

Starting a New Text Conversation

When you access the smrtPhone dialer within Salesforce, you can send a text by clicking the blue Message button:

This will open a dialogue box where you can select the contact (or enter a phone number) and type the content of the message. Simply hit the Send Message button and it’s done!

Replying to an Existing Text Conversation

Additionally, you can send a text by clicking the Inbox button and choosing to reply to an existing conversation.

Note: For outgoing texts to numbers that don’t exist in your Leads, there will be only a standalone Task created in the tasks app.

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