User can send the message using Opportunity tab.


For this:

  1. Click the Opportunity tab & select Recently Viewed option from the Opportunity drop down on top left corner.

  2. Click the desired Opportunity name where message is to be sent.

  3. Enter the desired phone number under Owner 1 Cell & Owner 2 Cell fields. 




Click the toggle button to select the desired number where the message is to be sent and enter the desired text message. Click Send SMS button under the blue drop down arrow on top right corner of the page.



      4. Once on the Opportunity page, user can Send or Schedule the message as desired using the Send SMS button on top right corner or the side component called Send SMS as shown.



Note: Once the cell number is added, please refresh the current page by pressing keyboard F5 button to send the SMS.



5. Sending SMS using Send SMS button:


Being on the Opportunity page, click the Send SMS button on top right corner of the page.


User need to type the desired message in the given message box and click Send button to send the message, the success message will be displayed.



6. Scheduling the SMS:


User can Schedule the message as shown below:




The confirmation message will be displayed once the message is sent/scheduled.


This is how user can use Opportunity to Send SMS.