Send SMS Message

Use Send SMS Message to send messages to a user's phone as part of the workflow process. For example, to notify an opportunity owner of a change in opportunity status.

You need an SMS gateway to use this action and other SMS features of Sage CRM. Contact your IT department to set this up.

The table below describes Send SMS Message fields on the Workflow Action Details screen.

 

 

 

 

Field

Description

Type

The action to be performed.

SMS to Number

The recipient of the message. You can enter a mobile telephone number or use the ## symbols to send the message to a user such as the opportunity owner. For more information, see Using the ## and # symbols. The user's mobile phone number must be correctly set up in the User table.

SMS Subject

The subject of the message. You can use ## symbols to add information about the related entity. For more information, see Using the ## and # symbols.

SMS Body

The contents of the message. You can use ## symbols to add information about the related entity. For more information, see Using the ## and # symbols.