Learn how to assign the ownership of a Twilio From Number based on criteria. 1. Go to Twilio From Numbers module. 2. Select the Twilio Numbers that you want to assign criteria. 3. Look for the "Criteria For When Number Should Be Used" 4. You can set ...
How to set Default phone number. 1. Go to Settings, 2. Under the Marketplace click All. 3. Click Installed. 4. Look for the Smooth Messenger - Twilio SMS for Zoho CRM, then click the Settings. 5. Choose whether Yes or No if you want to allow everyone ...
It's possible to set up the SMS for Zoho CRM by MessageMedia (Smooth Messenger) extension to work with custom modules. Follow the steps below to get it working: 1. Go to Setup > Developer Space > APIs > API Names and find the API name for your custom ...
Learn how to assign the ownership of a Smooth From Number to a specific user profile. 1. Go to the Smooth Inbox and Bulk SMS module. 2. Click the gear at the top right-hand corner of the Smooth Inbox and Bulk SMS module. 3. Look for the From Numbers ...
If you see a lot of new leads/contacts with names like this, it means that you received an inbound SMS from a contact the extension couldn't find in your CRM. Quite often, there is actually a lead/contact in your CRM but their number contains special ...