Sending a Message by Selecting a Record from the List View of your CRM

SMS-Magic Mobile App allows you to send a message by selecting a record from the modules of your CRM. All the modules that were configured in the Zoho account, immediately after signing-in, will appear here. Simply select the recipient from the contact list and start conversing by following the below steps:

Send messages by selecting crm list
  1. Click on the Modules List icon in the tab bar
  2. Select the Zoho module that you want to use to send messages
  3. Select the recipient from the list
  4. Compose and send messages

Was This Article Helpful?

ATTENTION!!!! - Urgent Action Required

There have been new changes by the TCR that require companies sending application-to-person (A2P) SMS or Text messages within the United States to register their Brand and 10-digit long code (10DLC) numbers they are using.

The goal is to build trust within the system while delivering high customer engagement. SMS Text Messages will start failing if you don't comply with these regulations.

SMS Magic team wants to help you complete this process so you can continue serving your customers.

Please click on the below link to complete the form, and our team will start the registration process.