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How do I send an email or an SMS to a contact from my Mobile CRM app?

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Question

How can I send an e-mail or an SMS to one or more contacts in the SuperOffice CRM mobile application – Mobile CRM?

Answer

You can easily send an e-mail or an SMS message to your contacts straight from your Mobile CRM. You can do it in the following screens:

 

Contact screen

To send an e-mail simply tap on the e-mail address (1) of the contact. To send an SMS message tap on the SMS icon (2) at the top of the contact.



Note! If the SMS icon is inactive or the send e-mail option is not visible, it means that the contact does not have a phone number and/or an e-mail stored on their card.

Also, you can tap on the Task menu (1) and then choose the Send e-mail option (2).

Note! If you want to personalize your SMS message and add your professional signature automatically, tap on the Task button on the main screen, and then tap on SMS settings. Toggle the option Add signature (1), tap on the signature area, include your text (2), and Save (3).


 

Sales, Project and Selection search screens

To send an e-mail and/or an SMS to contacts appearing in the sales, project, or selection screens, please follow the steps below:

Tap on the Home icon on the main screen, then on Company/contact. This will take you to the search screen, where you'll be able to search among all SuperOffice users (1), projects (2), and selections (3) in your Mobile CRM.

At the bottom of the list, you will see two buttons that allow you to send an e-mail (4) or an SMS (5) to all users from the selected group, project members from the selected project, or selection members from the chosen selection.  
 


 

Appointment card

To send an e-mail and/or an SMS to the participants of an appointment, please follow the steps below: 

  1. Tap on the Home icon on the main screen, then on Diary


     
  2. Tap on your chosen appointment.


     
  3. In the appointment, tap on the Task button (1) to see options to either send an e-mail or an SMS (2) to all participants of this appointment.


     

Project screen

To send an e-mail and/or an SMS to members of a project, please follow the steps below: 

  1. Tap on the Home icon on the main screen, then on Project.


     
  2. Tap on your chosen project.


     
  3. In the Project screen, tap on Task. Here you will have 2 options: to send an e-mail or an SMS to all members of this project.  

 

Mobile CRM app is available for all customers who are working with SuperOffice version 9. If you work with an older version of SuperOffice CRM, you can use the Pocket CRM application

Other languages

NL 

Details

Language: EN
Version: All versions
Product: Pocket CRM
Product area: Email

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Tags

  1. Application