Suggested Search: Admin Guide, User Guide, Release Notes
Suggested Search: Admin Guide, User Guide, Release Notes

Configure CRM Actions

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Select the Conversations section.
  4. Click General Settings tab.

  5. Under Configure CRM Actions, slide the toggle button to enable the feature.

  6. Click and then click Edit. The Configure CRM Actions for Account pop-up window appears.

  7. Select CRM actions for the object.
  8. Click Save Changes.
  9. Click Save Changes at the bottom of the General Settings tab page.

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