Messaging
Choose the SMS tool that matches the job and check the sender before sending.
In the CRM: Messaging
Reviewed against the CRM source on October 10, 2026. Availability depends on your role, account and connection setup.
Before the first send
- Confirm account/module access, an active sender and a working route.
- Use one phone you control and review the contact's communication preferences.
- Preview the message, merge fields and links.
- Send once and inspect the recorded delivery result.
- Check active workflows and auto-replies before enabling a second response path.