SMS - A couple tips




We implemented this to be primarily used in Workflows, along with the ability to Tweet, to give you more flexibility in how you communicate with your clients. Currently we can't use your mobile number for SMS but we are exploring technologies to enable you to, so that will come. In the interim you'll find that it is still extremely cool to use in Workflows. Just alert the recipient the first time you use it, that it is indeed from you and how you will be using it.

When you choose a number, the goal is to get your area code. In some cases you may be in an area code that is so popular that there are no numbers left for yours. In that case, please pick one that is closest to you.

Note that you have an option in Settings, SMS Services to enable you to be notified by email or text that you have received a text.


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    Michael Vila

    Looking forward to the day we can SMS using our phone number. As you mentioned it's limited until that time. Are you still exploring the idea?

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    Gary Hall

    Not as a priority at this time but yes.

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    Alex Balikoev

    Gary, thanks for the great CRM, looking forward to start using it.

    Do you have any update on using own number for texting? We are very heavy on SMS's and would love to use this feature in CRM

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    Gary Hall

    Sorry Alex but we don't have the technology to make that available yet. We're keeping our eyes open but that's down the road a bit.

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    Joanna Housiadas

    Can you provide update on using SMS with our phone numbers? Heavily using texts and it would be wonderful to use our own numbers.

    Edited by Joanna Housiadas

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