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How to Send SMS Text to Accounts
How to Send SMS Text to Accounts
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

Only Email/Print/Calendar admins and above can do this.

NOTE: Only accounts with verified Mobile/SMS numbers will receive texts.

  1. In the side menu, click Org / Team Tools > Accounts.

  2. Click Customize Filters.

  3. Click Has Valid SMS dropdown and select Yes.

  4. Click Apply.

  5. Select the account(s) to text.

    • If you do not see the desired account(s), it means they do not have a verified number.

  6. Click Communicate > Email/SMS/Push Custom Message.

  7. Check the SMS box and click Create Message.

  8. Enter the message.

  9. When finished, click Send Message.

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