Cloufi SMS : Manual

Sending the Bulk SMS using Leads/Contacts tab
User can send the bulk messages using Leads tab. For this: 1. Click the Leads tab & select All Open Leads/Recently Viewed Leads/Today's Lead...
Tue, 12 Mar, 2019 at 5:23 AM
The Scheduled Messages tabs
Scheduled Messages tab will show the a list of all messages which are successfully Sent and are Scheduled to be sent along with other details like Name, Mes...
Mon, 3 Dec, 2018 at 5:41 AM
Creating message Templates
User can create new message templates before sending the actual message under various tabs. To add Template under Lead: Click Leads tab & click t...
Tue, 12 Mar, 2019 at 5:25 AM
Process Builder Setup
User needs to have the Process Builder setup done for Contacts & Leads records in order to fire the adequate values and run through the validations. F...
Tue, 18 Sep, 2018 at 8:14 AM
For Incoming Messages/Task: Sending a message to salesforce from the registered number
User can send the message from a phone/mobile number which is saved in salesforce Contacts/Leads/Opportunities: 1. Send a message from a desired hand...
Wed, 10 Jul, 2019 at 12:14 AM
Sending Bulk SMS from the Custom object
Similar to the standard objects, user can send bulk SMS from the desired custom object. For this user can follow below steps: 1. Click the Bulk SMS ...
Tue, 18 Jun, 2019 at 3:02 AM