Description


SugarCRM SMS Addon provide SMS integration with SugarCRM. User can send SMS directly from SugarCRM leads, contacts, accounts, opportunities etc. SugarCRM SMS Addon supports SMS Templates & get SMS history in SugarCRM. Some people also called  SugarCRM SMS Addon as SugarCRM SMS Add on or SugarCRM SMS Module or SugarCRM SMS Plugin or SugarCRM SMS Connector or SugarCRM SMS integration or or CRM SMS integration..


A Complete guide about how to use Enjay SugarCRM SMS Addon in SugarCRM is describe in step by step.


How to Create SMS Templates :


There is new module “SMS Templates” available in CRM to create SMS Template on Account, Contact, Lead, Opportunity & Case Module.


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The following table give fields details of “SMS Templates” Module.


Field Name

Field Description

Name

Enter Subject line of SMS Template

Leads

If user want to create SMS template on Lead Module,click on it

Contacts

If user want to create SMS template on Contact Module,click on it

Accounts

If user want to create SMS template on Account Module,click on it

Cases

If user want to create or select fields from case module to create SMS template,click on it

Opportunities

If user want to create or select fields from opportunity module to create SMS template,click on it

Lead Fields

It contain available fields of Lead module to create SMS Template

Case Fields

It contain available fields of Case module to create SMS Template

Opportunity Fields

It contains available fields of Opportunity Module to create SMS Template

Account Fields

It contains available fields of Account Module to create SMS Template

Contact Fields

It contains available fields of Contact Module to create SMS Template

Description

Here enter SMS Template by click on available fields of Lead,Case,Opportunity modules.


Create SMS Template :



Creating Case Closer SMS template by selecting value from available fields of Case module.


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How to send SMS :


STEP 1 :

Now user can view “Send SMS” button in detailview of Account,Contact,Lead,Opportunity & Case Module.


sms_button1.jpg


STEP 2 (a) :


By clicking on “Send SMS” button new pop-up window appear for selecting SMS template.


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STEP 2 (b) :


If you want to send SMS to Assigned user ,click on checkbox ,will appear new dailog box for typing or selecting SMS template.


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STEP 3 :


Select “SMS Template” (Ex.Select “Case Closer SMS”) from dropdown. And click on “Send” button.


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STEP 4 : Group SMS


User can send group SMS from list view of Account, Contact, Lead, Opportunity & Case Module.

Select records from list view ,click on “Action” and then click on “Send SMS” option to send group SMS to customers.


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Support Contact Details

  • Web store :store.enjayworld.com
  • Email : support@enjayworld.com
  • Skype Idenjayconnectors
  • Call us on (0260) 6612931/32