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Lead Add Lead Notify SMS

To Send a notification to a customer via SMS follow the steps mentioned below:

  • Click the Add Lead button

  • Fill out the name field
  • Fill out the mobile 1 field or email 1 field or both
  • Select a source
  • Select a follow up status
  • Fill out the mandatory fields (if required optional fields as well) of the follow up status
  • Check the box By SMS
  • Click Save

The lead would be created and the customer would be notified via SMS

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