InsuredMine CRM | Optimize and Grow Your Insurance Agency

Option to resend text from Pipeline, Account, Contact

Within account, contact or pipelines modules, discover the convenience of resending texts to particular phone numbers, streamlining your communication processes with ease.

  • Navigate to any account , contact or pipelines & then click on communications.
  • Now, after sending an SMS, you will have the option to ‘resend’ the text to a particular phone number.

To view the enhancement:

From Accounts:

  • Navigate to the account360 page of the account.
  • Click on the “communications” tab.
  • Send an SMS -Click already send email. 
  • Click on the three-dots ( …) within the text option.
  • Now you get an option to resend a message to the particular phone number.

From the contacts:

  • Navigate to the contact 360 page of the contact.
  • Click on the “communications” tab.
  • Send an SMS – Click already send email.
  • Then, click on the three dots ( …) within the text option and click on ‘resend’ to send the text succesfully.

From the pipelines:

  • Navigate to any deal card.
  • Click on the “communications” tab.
  • Send an SMS – Click already send email. 
  • Then, click on the three dots  …) within the text option and click on ‘resend’ to send the text succesfully from a particular deal card.

Note: The ‘resend’ option for SMS messages will be available only for texts sent from the overall portal. Scheduled SMS messages will not have the option to be resen

 

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