Skip to main content

Send SMS

How to send an SMS to a Contact from the Deal View tab in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated this week

To send an SMS to a contact from a deal you simply click on the 3 dots next to the contact's name and from the menu select the SMS option:

After you have selected the SMS option you will be able to select a Message template and edit the Content of the SMS.

Once you are done with the editing click on the Send button and the SMS will be sent to that contact:

All sent SMS will be recorded as a deal note.

You can find instructions on how to create a Message template in this article.

Did this answer your question?