Fortix PlatformFortix Freedom Business Systems Sales OpportunitiesSend an SMS to Multiple Opportunities Contacts

Send an SMS to Multiple Opportunities Contacts

Bulk SMS messages to multiple records is a great productivity tool in Fortix. This article explains how to send an SMS message to contacts in Opportunities at once.

Open the Opportunities Page and find the Opportunities which the message needs to be send to.

The quick link in the address bar is: /?opportunities

Click the Tick boxes of all the opportunities that will be changed. Then Click the More Menu option and select Send SMS.

Opportunities - Fortix Base - Google Chrome

The SEND SMS form opens with the number of selected contact/opportunities. Click the down arrow and select the message Template that will be used to send the message.

Opportunities - Fortix Base - Google Chrome
  1. A new Template can be added by clicking the Edit icon.
  2. A once off message can be send by typing a fresh message in the Text field.

Click SEND.

Opportunities - Fortix Base - Google Chrome

Click on an opportunity to view the message that was send to the contact.

Opportunities - Fortix Base - Google Chrome

The Edit Opportunities page open. The NOTE REMINDER UPDATES component list the message that was send to the contact.

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