SMS Magic - Mobile app - User Guide

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SMS Magic - Mobile app - User Guide

SMS-Magic elevates mobile communication with leads and customers through virtual numbers on Android and iOS platforms.

Overview

Getting Started
SMS-Magic Mobile App Overview
Tech Specifications
Pre-requisites
Licensing
Data Security Aspects of Mobile Apps

Install & Setup

Install the App
Sign In with Zoho
Sign in from Email
Sign in with Salesforce
Additional Salesforce Configuration for Push Notifications

Menu Options

Mobile User Profile
Message Template
Help and Support
Settings
Salesforce and Zoho Settings
Logout

Initiate Conversations

Initiate New Message Overview
Sending MMS Messages
Sending a Message from Inbox
Sending Message to a Contact
Sending a Message to a Known Customer
Sending a Message to an Unknown Number
Sending a Message by Selecting a Record from the List View of your CRM

Manage Conversations

Inbox
Conversation
Conversation Assignment
Pin Conversations
Mark as Read
Mark as Unread

Contacts

Contacts for SMS Magic
Contacts from Zoho CRM
Support Salesforce Custom & Standard Objects
Contact List from Salesforce CRM
Message Templates

Additional Configurations

Push Notifications and Alerts
Filter Field
Search Field

Logout

Click on the Logout button to log out from the SMS-Magic mobile application.

Updated on Feb 14, 2024

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