Cloufi SMS : Manual

Sending SMS using the Contacts tab
Contacts object will be used to Send SMS in below way: Creating new Contact record: Step 1: Click on Contacts Tab.  Click on New button.  ...
Tue, 24 Sep, 2019 at 5:34 AM
Sending the Message
For sending message user need to be on the Being on the Send SMS page which is displayed by clicking the Send SMS button: Type desired message in the ...
Mon, 4 Mar, 2019 at 1:25 AM
Scheduling the Message
Scheduling the message: 1. Enter the message to be sent & select Send Later action from the Action drop down as shown. 2. Select t...
Mon, 4 Mar, 2019 at 1:28 AM
Checking the SMS logs
Once the message is sent, it can be reviewed under the logs. For this, click the Show Logs drop down arrow displayed with purple stripe: Message lo...
Tue, 18 Sep, 2018 at 7:45 AM
Checking the Chat History
All message exchanges are available to view on the Chat History page. To check this, click the Chat History tab or click the app launched then select...
Mon, 4 Mar, 2019 at 1:32 AM
Sending message through the Chat History
Apart from viewing the SMS History, Chat History page can also be used for sending messages.  Chat History tab will show the details of incoming and ...
Mon, 11 Mar, 2019 at 7:15 AM
Sending the Bulk SMS
User need to follow below steps in order to send SMS from the Contacts object: Step 1: System allows user an option to send bulk message to the s...
Mon, 4 Mar, 2019 at 1:39 AM
Sending SMS using the Opportunity tab
User can send the message using Opportunity tab. For this: Click the Opportunity tab & select Recently Viewed option from the Opportunity drop do...
Mon, 4 Mar, 2019 at 2:48 AM
Sending the Bulk SMS using Opportunity tab
For Sales force Lightning : User can send the bulk messages using Opportunity tab: To achieve this: 1.   Click the Opportunity tab & sele...
Mon, 4 Mar, 2019 at 2:53 AM
Sending SMS using Leads tab
User can send messages using the Leads tab as below: For this, create new Lead if not already present using below steps: Click the Leads tab. C...
Fri, 29 Nov, 2019 at 5:51 AM