Most cellular phone companies allow you to send an email (addressed to the recipient's cellphone number and domain) that arrives to the cellphone as a text message. This option in the Infinity program allows you to enter new cellular providers and the domain to use when sending your messages.
Assign a Cell Provider to an Entity
Add a Cellular Provider
- Open the CRM module.
- Select Edit from the menu bar at the top of the screen.
- Choose the Cell Providers option. This will open the cell providers window.
- Click the Add Cell Provider button in the lower left of the window. This will add a new blank row.
- Add the name of the new provider.
- Enter the appropriate domain. You may need to get this information from the provider.
- Click OK to save.
- Click the Close button to exit the list.
Assign a Cell Provider to an Entity
- Open the CRM module.
- Search for the entity you wish to view.
- Open the entity profile.
- Select the Lead Info tab.
- Choose the applicable cellular provider for the entity.
