With Salesloft Mobile, you can easily send and receive messages right from the Salesloft mobile app. With prospects and customers just a text message away, you can better manage communications so you never have to miss time-sensitive dialogue.
In this article, you will learn how to send and manage text messages from the Salesloft Mobile app. This article includes:
Before you send a message from Salesloft Mobile:
- You must have a Salesloft texting plan enabled. Contact your Salesloft Admin or Support to activate texting.
- Make sure you're using the latest version of the Salesloft Mobile app. Open the app, select the Settings tab and go to the About section to confirm the version and check for updates.
- Virtual numbers (e.g., Google Voice) are not supported when setting up the Salesloft Mobile app dialer. This means to make outbound calls from Salesloft Mobile, you will need to use a physical, carrier-provided phone number. We recommend assigning a business-dedicated phone number, such as a company-issued or carrier-provided mobile number. If you do not have a business-dedicated phone number, you may opt for placing outbound calls via the Salesloft web app instead.
- When you enable Messaging from Mobile by purchasing a Salesloft texting plan, you may notice that the menu tabs in your Mobile app appear slightly different. For more information about each menu tab in the Mobile app, check out the Salesloft Mobile App article.
- You will not be able to message anyone marked as "Do Not Contact" or “Do Not Text” A 🚫 icon will appear beside their name if messaging is restricted. To learn more about contact restrictions, check out the Do Not Contact and Contact Restrictions article.
Figure 1: Do Not Contact icon beside a contact in Salesloft Mobile.
Salesloft Mobile allows you to send messages to contacts in your Salesloft Mobile app. A contact in the Salesloft Mobile app can either be a Person whose record is saved in Salesloft, or someone new.
To send a message to a Person, follow these steps:
- Select the search icon in the upper right corner of the screen.
- Enter the name or number of the Person you would like to send a message to. Tap their name or number when it appears. You will be directed to their profile.
- Click the Message icon. This will open the Messaging window.
- Things to Note: If you attempt to message a Person whose record exists in Salesloft, but does not include a phone number, you will see an error message asking you to update the Person's mobile number field. You can select Edit Profile to add a phone number to the Person's record.
- Type your message.
- Hit Send.
To send a message to a new number, follow these steps:
- Select the Messages tab.
- Click the pen icon in the bottom right corner.
- Select Create a New Person.
- Enter the number, contact name, and email address.
- Hit Save.
- Type your message.
- Hit Send.
Things to Note: Saving a new number as a contact in the Mobile app may not create a Person record in Salesloft.
Receiving Messages and Message Notifications
When you receive a message, it will appear in the Message tab. Messages appear in order based on the date and time that you receive them–most recent being first. New or unopened messages will appear with a green bubble beside it.
If you receive a message after you've closed the Mobile app, a push notification will appear. You can select the push notification to be directed to the message inside of the Mobile app.
Ready to take your Mobile communications to the next level?
