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Sending an SMS to a Contact in Content Copilot CRM | Content Copilot

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Sending an SMS to a Contact in Content Copilot CRM

Learn how to send SMS messages to your contacts in Content Copilot CRM. This guide walks you through selecting a contact, choosing or creating an SMS template, selecting a sending number, and tracking the action with a description for streamlined communication.

1. Navigate to the 'Contacts' section to start.

1 First up, click on "Contacts".

2. Now, select a contact from the list provided.

2 Click here.

3. Proceed by sending an SMS to the chosen contact.

3 Once that's done, click on the element.

4. Confirm the action by clicking 'Ok, proceed.'

4 Click on "Ok, proceed".

5. Next, choose a number from the dropdown menu.

5 Following that, click on the element.

6. Following this, select an SMS template from the options available or create a new sms.

6 Once that's done, click on "SMS Templates".

7. Choose your preferred mode of sending SMS.

7 Afterwards, click on the element.

8. Input a description for this action to track it later.

8 Click on the element.

9. Finally, click 'Send SMS' to complete the process.

9 Now, click on "Cancel".

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