This document provides a step-by-step guide on how to send SMS messages from a client's profile page within the MedicareProCRM system. Follow the instructions below to ensure a smooth communication process with your clients.

To send an SMS to a client, please follow these steps:

From the profile page of the client, locate the "Actions" button.

Click on "Actions" and then select "Send SMS" from the dropdown menu.

If the client has multiple phone numbers associated with their account, you will need to select the appropriate phone number to which you wish to send the SMS.

Next, choose the phone.com phone number and extension that you want to use for sending the message.

Compose your message in the provided text box and click "Send" to deliver your SMS to the client.

By following these steps, you can effectively communicate with your clients via SMS through the MedicareProCRM platform.