The Contacts feature in the Salesmsg mobile app allows you to view, manage, and interact with your contacts directly from your mobile device. Whether youâre searching for existing contacts, adding new ones, or editing details, the mobile app offers a streamlined experience.
Contacts Tab Overview
On the contacts tab, you'll see a list of your existing contacts across your Salesmsg account. You can search for existing contacts or create new contacts on the fly. Selecting a contact gives one more options where you can...
Select to send an email from your desired platform
Call this contact (from your Salesmsg number OR Mobile number) đ„
Opt-out the contact
Edit contact details
Contact Actions
When you select a contact from the list, youâll see several options for interacting with them:
Send a Text: You can easily send a text message directly from the Salesmsg mobile app:
Tap the 'Send Text' button next to the contactâs phone number.
Compose your message and hit 'Send'. The text will be sent using your Salesmsg phone number.
You can also use Saved Replies or insert personalization tokens to customize the message based on the contact's details.
Call the Contact: You have two options for calling:
From your Salesmsg number: Place a call directly from your Salesmsg number, maintaining your professional identity.
From your Mobile number: If you prefer to use your mobile phone number, you can choose this option and make the call as you normally would.
Opt-out the Contact: If a contact no longer wishes to receive messages, you can easily opt them out by selecting the opt-out option. This will prevent further communications from being sent to that contact through Salesmsg.
Edit Contact Details: Need to update information? You can edit the contactâs name, phone number, email, or other details at any time. Tap the 'Edit' button to make changes.
Importing Contacts from Your Phone
Salesmsg makes it easy to import contacts directly from your phoneâs address book, saving you time and ensuring all your contacts are in one place. Hereâs how you can do it:
Go to the 'Contacts' tab in the Salesmsg app.
Tap the 'Import Contacts' option.
Select 'Phone Contacts' from the list of available options.
The app will request permission to access your phoneâs contacts. Grant the necessary permissions.
Choose the contacts you want to import into Salesmsg by selecting individual contacts or importing your entire phonebook.
Once selected, tap 'Import', and the chosen contacts will be added to your Salesmsg account.
By importing contacts from your phone, you can quickly start conversations, send broadcasts, or manage client relationships without needing to manually enter information.
Frequently Asked Questions
Can I place an outbound call from Salesmg on my cell phone?
You can!
How do I make a call in the Salesmsg mobile app?
To make a call in the Salesmsg mobile app, open the app, navigate to the âCallsâ section, and either tap the dial pad icon or select a contact to start the call.
Can I view my call history in the mobile app?
Yes, you can view your call history in the mobile app by going to the âCall Historyâ section, where all recent calls are listed with details such as contact name, phone number, and call outcome.
What types of call outcomes can I label in the app?
In the Salesmsg mobile app, you can label call outcomes as Completed, Voicemail, Missed, No Answer, or Busy after each call.
How do I filter my calls by outcome?
To filter calls by outcome, go to the âCall Historyâ section, tap the filter icon, and select the outcomes you want to see, such as Completed or Missed calls.
Can I use my mobile network or Wi-Fi to make calls?
Yes, the Salesmsg mobile app supports both Wi-Fi and cellular network calls, so you can choose the best available connection for making calls.
What should I do if my microphone isnât working for calls?
If your microphone isnât working for calls, ensure that the Salesmsg app has microphone access permissions enabled in your phoneâs settings.
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