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How to Send the SMS?

What Is SMS Messaging?

SMS Messaging allows you to communicate directly with leads from multiple areas within AgentRoof CRM.

You can send personalized text messages, use SMS templates, and insert merge fields to streamline lead communication and follow-up activities.

AgentRoof CRM provides multiple ways to send SMS messages, allowing you to choose the workflow that best suits your needs.

Before sending an SMS message, ensure that:

  • The lead has a valid phone number.
  • Sufficient SMS credits are available in your account.
  • SMS templates have been created if you intend to use them.
  • Merge fields are configured as needed for personalization.

Method 1: Send SMS from the Inbox

Access the Inbox
  1. Click Inbox from the top navigation bar.
  2. Click the SMS tab.
  3. Click Send New SMS.

The Smart SMS composer will open.

Compose the Message

  1. Click the + icon.
  2. Search for and select the lead you want to message.
  3. Enter your SMS content.

Optional features:

  • Select an SMS Template.
  • Insert Merge Fields.
Send the SMS
  1. Review the message.
  2. Click Send.

The SMS will be sent successfully to the selected lead.

 

Send an SMS to an Existing Lead Conversation

You can also send an SMS directly to a specific lead from the Inbox.

  1. Navigate to Inbox.
  2. Locate and select the desired lead conversation.
  3. Click Send SMS.
  4. Enter your SMS content.

Optional features:

  • Select an SMS Template.
  • Insert Merge Fields.
  1. Click Send.

The SMS will be sent successfully to the selected lead.

Note: This method allows you to quickly continue an existing conversation without creating a new SMS from scratch.

Method 2: Send SMS from the CRM Page

Access the CRM Page
  1. Navigate to CRM.
  2. Select the checkbox next to the desired lead or leads.
  3. Click Send SMS from the action bar.

The SMS composer will open.

Compose the Message

  1. Enter the SMS content.
  2. Optionally use:
    • SMS Templates
    • Merge Fields
Send the SMS
  1. Review the message.
  2. Click Send.

The SMS will be sent successfully to the selected lead or leads.

Method 3: Send SMS from a Lead Record

Open a Lead Record
  1. Navigate to CRM.
  2. Click the desired lead's name.

The lead record will open.

Open the SMS Composer

  1. Click the + icon in the bottom-right corner.
  2. Click the SMS icon.

The SMS composer will open.

Compose the Message

  1. Enter the SMS content.
  2. Optionally use:
    • SMS Templates
    • Merge Fields
Send the SMS
  1. Review the message.
  2. Click Send.

The SMS will be sent successfully to the selected lead.

Method 4: Send SMS from the Lead Profile

Open the Lead Profile

  1. Navigate to CRM.
  2. Open the desired lead record.
  3. Click the Profile tab.

Locate the Phone Number

  1. Scroll down to the Phone Numbers section.
  2. Click the SMS icon next to the desired phone number.

The SMS composer will open.

Compose the Message

  1. Enter the SMS content.
  2. Optionally use:
    • SMS Templates
    • Merge Fields

Send the SMS

  1. Review the message.
  2. Click Send.

The SMS will be sent successfully to the selected lead.

SMS Personalization Features

While composing an SMS message, you can use additional personalization tools.

SMS Templates

SMS Templates allow you to insert preconfigured message content into your SMS.

Merge Fields

Merge Fields allow you to insert dynamic lead information into the message automatically.

Examples include:

  • Lead Name
  • Email Address
  • Phone Number

Conclusion

You have successfully learned the different ways to send SMS messages in AgentRoof CRM, including sending messages from the Inbox, CRM page, lead record, and lead profile.

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