VS CRM
How-to Guide

Email & SMS Management

Discover the complete functionality of Email and SMS within your CRM. From creating and managing templates to integrating SMS APIs and sending bulk campaigns, this guide covers everything you need for streamlined and effective communication.

Guide

Overview & Navigation

Follow these quick steps to access the Email & SMS page in your CRM.

Navigating

  1. 1. Open your CRM application.
  2. 2. Go to the Dashboard.
  3. 3. Click on the Email & SMS option in the dashboard menu.
  • Create Email: Opens the Create Email page.
  • Email History: Opens the Email History page.
  • Bulk Template: Opens the Bulk Template page.
  • Bulk SMS & Email List: Opens the Bulk SMS & Email List page.

Pro Tip: Organize Your Communication

Regularly check Email History and keep your Bulk Templates updated for faster and more effective campaigns.