Within the SMS tab of a Contact, you can send and receive messages with a contact's mobile number. Make sure that one of the phone numbers on the General tab is marked as Mobile. You can select from the SMS numbers you have activated in TotalBrokerage as the From number. The To numbers will be any of the Contact's mobile numbers which are recognized as valid.
While composing a message, you will see a character counter to indicate the length of the message and how many messages will count against your license.
There are several icons to denote the status of sent messages.
A black clock - the message has been queued to be sent. | |
A checkmark in a green circle - the message has been successfully delivered | |
A gray checkmark - the message was successfully sent but delivery cannot be confirmed | |
A red exclamation mark - the message failed to send |
If a contact calls your SMS number, it will forward over to your mobile phone number specified in your profile. It will also create an activity for this call with the duration of the call.
When you enable email notifications for incoming SMS messages, you can conveniently check and respond to these messages directly through your email. Here's how you can activate this feature:
1) Click on your name in the top right corner of the screen, and then select My Profile.
With this setting on, any SMS you receive from a contact will generate an email notification, as shown below:
To reply to the SMS, you can open the contact's SMS tab, or you can respond directly to the email. Your response will be reflected in the contact's SMS tab.