Learn more about task creation when receiving inbound messages and know how to enable or disable task creation using the Smooth Messenger extension settings.
1. Go toSettings,
2. Under theMarketplace clickAll.
3. ClickInstalled.
4. Look for the Smooth Messenger - Twilio SMS for Zoho CRM,then click theSettings.
5. ClickAdvanced Settings.
6. Look forCreate tasks for inbound messages.Then, check theYes, pleaseoption.
This setting is useful if you have multiple Leads, Contacts or Deals with the same phone number and you want the complete history to be visible in each of the records. Most of the time you'll want to keep this setting deactivated as you'd normally ...
This setting is really helpful if you’d like to be informed of all replies you’ve received in the past hour from all the messages you've sent. 1. Go to Settings, 2. Under the Marketplace click All. 3. Click Installed. 4. Look for the Smooth Messenger ...
Learn more about lead or contact creation when receiving a message from an unknown number and know how to enable or disable this option using the Twilio SMS extension settings. 1. Go to Settings, 2. Under the Marketplace click All. 3. ...
How to include MMS messages in automated messages. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (you can set a ...
Learn more about replying to your inbound messages using your email and know how to enable or disable this option using the Twilio SMS extension settings. 1. Go to Settings, 2. Under the Marketplace click All. 3. Click Installed. 4. Look for ...