Highlevel Overview
Stay in touch with new and existing clients without leaving your CRM. Using the Twilio SMS Integration by Taction Software, you and your team can easily send and receive text messages directly from SuiteCRM to your customers.
This plugin also logs outgoing and incoming messages in the CRM, a valuable asset for record-keeping and ensuring a complete communication history within SuiteCRM.
How it Works
Enter Message ID
Add Twilio Message ID to User Profile and save the changes.
Where to Chat
The presence of a chat icon on the record detail view streamlines user interactions and simplifies initiating conversations related to specific records.
After Clicking the chat icon, you will be able to see the chat modal to send messages and to view recent messages. The chat modal for sending and viewing messages further enhances user experience by providing a convenient and efficient interface for text messaging.
To learn more about this solution, go to Twilio SMS Integration or search for "Twilio" on the marketplace.
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Record Local Time
Record Local Time is a SuiteCRM tool that allows you to automatically display the current local time of any record in Leads, Contact or Accounts, based on the timezone or address specified in the record.
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Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
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