Set up texting to send texts from the contact record and see past conversations.
To Set up Texting
Go to Settings > Texting and enter your mobile number. Reply CONFIRM to the confirmation text to finish setup.
Texts will be sent from your Top Producer® number. Calls and texts to that number are routed to your regular mobile number, and the texts are tracked.
To Send Texts
Click Send Text in a contact record to compose and send a text message.
To View Texts
Click Texts in a contact record to view tracked texts.
Congratulations, you’ve completed setting up Top Producer® X CRM!
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