SMS message a Reminder

We send an SMS Text Message on specific days along the Reminder timeline. To see the Reminder timeline, see Reminder Date Actions Timeline.

To SMS message an Opportunity marked as a Reminder, open the Opportunity you would like to message. Find the row with over ten items that likely has Overview selected in red. Click the Communication item.

You will now see the Communication & History page. Opposite the page title, locate the row of five items that likely has 📞 Calls selected in red. Click 💬 SMS.

With 💬 SMS selected in red, you will see here any previously exchanged messages.

At the bottom of the page is a text box with the text "Type a message...". Type in your message here. Remember to double check your message for accuracy and spelling.

Note: You may notice that existing messages will contain the footnote "--Reply STOP to opt out". The footnote is added to all of your message automatically after your send it. Do not add the footnote in your message or it will appear twice to the customer.

When you're ready to send your message click the red send arrow (▶) to the right of the message text box.