SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

Save an Unknown Number as a New Lead
  1. On the Converse Desk, click a conversation with an unknown phone number. The message reply pane appears.   3. Click on the reply panel header and click New Lead. The New Lead pop-up window appears.

The mobile number is pre-filled in the mobile field.

  1. Enter the details for the new lead.

  2. Click Save.

Updated on Feb 14, 2024