Send timely, compliant text messages to reach leads and customers quickly without leaving the interaction card.
1. Open the interaction card for the lead or customer you want to contact.
2. Select the phone number you want to text and open a new message window.
3. Compose your message, apply a template if needed, then send the text.
Open a New Text Message
Locate the interaction card for the relevant Lead, Customer, or History entry.
Click the Text Icon (A) in the information ribbon to open a blank text message window in the bottom-right corner of the interaction card. If the primary phone number is correct, skip ahead to the next section to compose your message.
To choose a different number, click the Phone Dropdown (B) to view additional phone numbers saved to the record.
If available, select another saved phone number or choose Add New (C) to add an additional phone number to the record. For Customer records, additional phone numbers are stored only in Storable CRM and do not sync back to your PMS.
Compose Your Text Message
In the message window, click inside the text body and type your content under Compose Message (D). You can drag the edge of the text window to resize it as needed.
You can enter your own message or, optionally, click the Template Icon (E) to insert a pre-configured message created by your management team and adjust the text as needed.
Review your message for accuracy and compliance, then click Send (F) to deliver the text. A confirmation appears at the top of the interaction card when the message is successfully sent.