Note: Some SMS message types are restricted to be delivered only during approved sending windows. A direct message as described here can be sent at any time. See SMS Sending Windows for more information.
- Navigate to Leads & Contacts > Contacts.
- Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
- Select Actions > Send SMS.
- A pop-up box appears if the contact has not yet opted in. Click the Yes button to continue.
- Choose the number you want the message to send from, then input your message.
- Click the Send button.
- If this is the first SMS message you have sent from Total Expert, a pop-up box with a TCPA Disclaimer appears. You must accept this disclaimer.
Note: The TCPA can only be accepted by logging directly into an account. You cannot accept the TCPA on behalf of others on your team.
- Click the Accept button to acknowledge the disclaimer.
- If this is the first SMS message you have sent from Total Expert, a pop-up box with a TCPA Disclaimer appears. You must accept this disclaimer.
