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.
2. Now, select a contact from the list provided.
3. Proceed by sending an SMS to the chosen contact.
4. Confirm the action by clicking 'Ok, proceed.'
5. Next, choose a number from the dropdown menu.
6. Following this, select an SMS template from the options available or create a new sms.
7. Choose your preferred mode of sending SMS.
8. Input a description for this action to track it later.
9. Finally, click 'Send SMS' to complete the process.