Report: SMS Sent

See the SMS sent from the CRM.

 Go to Reports > Communication > SMS Sent:

This report allows you to track the SMS messages that you have send from the CRM tool.

When you enter a window will appear similar to this one:

   Filters:

To filter the information in this report, use the filters located above the data:

• Communication: You will be able to filter to display all, manual, or only the automatic ones:

   Manual: Limit the search to SMS messages sent manually.

      Automatic: Limit the search to SMS messages sent automatically.

• Status: status of the sent SMS

1. Sent: The search is filtered by SMS that have been sent.
2. Not sent: The search is filtered by SMS that have not been sent.

• Search: Allows searching for specific SMS by contact name, subject or recipient.

• Executive: By members of the sales force. 
• Specify period: Determine the period you want the report to show.
• New Parameter: You can create the filter that you need:

 Columns:

• Contact: Name of the receiving contact.
• Company: It will show the company whenever it is linked or added to the contact.
• Email: Email address of the contact
• Text: content of the SMS message
• Date: Date that the SMS was sent
• Status: Status of the sent SMS
• Executive: This filter allows you to narrow your search to specific executives who have sent SMS.

    Export:

• The detail can be exported in CSV, JSON, or MailChimp as just the data on the screen or as all of it.

    Important:

• Clicking on the contact name will send you directly to the 'Contact details' tab.
• You can only send SMS to contacts registered with a mobile number.
• They have an additional cost, for more information contact us.