Dong CRM sends delivery SMS?

1 Login to CRM system: Click Communication Center-SMS Management to open the SMS editing serial port. 2 Set account: firstly, CRM software provider applies for SMS account, then set account in CRM system, click Set account, and then set SMS account will pop up. A. After filling in the account name and password in this window, click OK.

3 Query Balance: After step 2, click the "Query Balance" button to find out how many short messages are left in the current account.

4. Modify the password: click the "Modify Password" button to open the password setting window. After filling in the password, click OK.

5. Modify the signature: Signature means that every short message sent by the system is followed by a name, indicating who sent the short message. Click the "Modify Signature" button to open the signature setting window. Fill in and click the "OK" button.

6 Send SMS:

To send SMS, you can select the customer to send after the customer management and search center windows, and then click Send SMS.

7 Click Send SMS to go to the SMS sending window.

8 Delete invalid numbers: Sometimes there are some invalid numbers, and you can click the "Delete Invalid Numbers" button to delete them.

Before sending a short message, you should input the content of the short message, and click "Edit Short Message" to open an editing window. After editing the message, click Send.

When you have finished editing the message, click Send.

If you need to record this message in the activity information, you can click the Add Activity Record button, and the system will automatically add an activity information for each customer.