How to send a 1 on 1 message via chat UI? Just follow the steps below. 1. Open a record (by default it's available for Leads, Contacts, Deals or Accounts though you can add it to other custom modules too) 2. Click Twilio Messaging. 3. To send a ...
How to send an automated message for the Tasks, Meeting and Calls module. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. You can Create Rule 3. Create a New Rule: Module:(select a Module were this workflow to take effect. ...
1. Select the records you want to SMS (by default it's available for Leads, Contacts, Deals, or Accounts though you can add it to other custom modules too) 2.Click Send Bulk Twilio SMS 3. Choose the sending options (refer to the Sending Options ...
Delivery Method 1. Delivery Method >> SMS / MMS - this option will be delivered as SMS (Short Message Service) or can be MMS (Multimedia Messaging Service) 2. Delivery Method >> Whatsapp - This option will be delivered as Whatsapp that can ...
How to send a Workflow SMS. Just follow the steps below: 1. Go to Setting> Workflow Rules . 2. click Create Rule 3. Create New Rule Module:(select a Module were this workflow to take effect. e.g. Leads) Rule Name: (set a Rule Name like this ,e.g. SMS ...