# Sending, Scheduling & Tracking SMSes

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Send SMS
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The **SMS Module** enables you to send and schedule SMS messages to contacts linked with CRM activities such as calls, meetings, tasks, emails, and deadlines, all directly from within Concord CRM.

Integrated with **Twilio**, this module helps streamline follow-ups and client communication.

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### ✅ What You Can Do

#### 📄 View All SMS

* Navigate to the **SMS** menu from the sidebar.
* You'll see a table with the following columns:
  * **SMS Message** – Content of the SMS
  * **Status** – Indicates whether the SMS is Sent, Failed or Scheduled. This will automatically be updated each time it is updated on Twilio console.
  * **Activity Type** – Type of CRM activity the SMS is linked to (e.g., Call, Meeting)

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#### ➕ Create a New SMS

Click the **"Create SMS"** button in the top-right corner to start composing a message.

#### 👉 Step-by-Step:

1. **Select Activity Type**
   * Choose one of the following: `Call`, `Meeting`, `Task`, `Email`, or `Deadline`.
2. **Select Activities**
   * Once a type is selected, a second dropdown will list all relevant activities.
   * You can select **multiple activities** within that type.
3. **Select existing SMS template (Optional)**
   * Once an SMS template is selected, the **Compose SMS Message** textarea will be automatically filled with the template body.
   * You may update the message for further personalization and customization or even add additional variables available in the placeholsers section.
4. **Compose SMS Message**
   * Write your message in the **Compose SMS Message** textarea.
5. **Schedule (Optional)**
   * Enable the **"Schedule SMS"** checkbox.
   * Use the calendar and time picker to select when the SMS should be sent.
6. **Send SMS**
   * If **not scheduled**, clicking the **Send SMS** button sends it immediately via Twilio.
   * If **scheduled**, the message is added to a queue and will be sent at the selected time.

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### 🛠️ How It Works Behind the Scenes

* **Twilio Integration**: Messages are sent using the Twilio SMS API.
* **Queue System**: Scheduled SMS are queued and automatically dispatched at the correct time.

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### 🔒 Access & Permissions

* Only authorized CRM users can create or send SMS.
* Admins can monitor all SMS activity from the SMS list view.

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### 🧠 Tips & Best Practices

* Keep your message clear and within standard SMS character limits.
* Use scheduling to plan reminders or automate timely messages.
* Always verify selected activities to ensure messages go to the intended recipients.