Salesforce Users: How to send an Outbound text message with smrtPhone in Salesforce

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

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!

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.