How to Schedule Emails & SMS?

AgentRoof CRM allows you to schedule SMS messages and emails to be sent at a later date and time. Scheduled communications help you plan outreach in advance and ensure messages are delivered at the appropriate time.

You can also view and manage all scheduled communications from the Scheduled section within the Inbox page.

There are two ways to schedule communications in AgentRoof CRM.

Schedule an SMS

Steps

1. Navigate to the Inbox page.
2. Click Create New SMS.
3. Select the lead(s) you want to message.
4. Compose your SMS message.
5. You can either create the message manually or use a pre-built template.
6. Click the Schedule (clock) icon.
7. Select the desired date and time.
8. Confirm the schedule.

View and Manage Scheduled SMS

1. Navigate to the Inbox box.
2. Click the Scheduled tab.
3. Locate the scheduled SMS.
4. From here, you can:
   • Send Now
   • Edit
   • Reschedule
   • Delete

---

Schedule an Email

Steps

1. Navigate to the Inbox page.
2. Click Create New Email.
3. Select the lead(s) you want to email.
4. Enter the subject and compose your email.
5. You can either create the email manually or use a pre-built template.
6. Click the Schedule (clock) icon.
7. Select the desired date and time.
8. Confirm the schedule.

View and Manage Scheduled Emails

1. Navigate to the Inbox box.
2. Click the Scheduled tab.
3. Locate the scheduled email.
4. From here, you can:
   • Send Now
   • Edit
   • Reschedule
   • Delete

Note

• Scheduled communications remain available in the Scheduled tab until they are sent or deleted.
• Templates can be used to quickly create messages and maintain consistent communication.
• Review the recipient details and message content before scheduling.
• Ensure the selected leads have valid contact information before scheduling SMS messages or emails.

Result

The SMS or email will be scheduled for the selected date and time. You can manage scheduled communications at any time from the Scheduled tab within the Inbox page.