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Carrot CRM – Messaging

trevine   Written by trevine    Last updated on

Introduction

Messaging lets you set up your own personal email and phone number that you can use for sending text messages, sequences, and campaign seller responses. You will need a smrtPhone or DialPad account integrated to be able to have an individual texting number.

NOTE: This feature is only available to Scale and Team level Carrot CRM plans. For InvestorFuse, this is available for Pro and Premium-level customers.

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Steps

  1. Click the profile icon in the upper-left menu
  2. Select My Settings
  3. Go to Messaging
  4. Select a team in the field. If you have access to multiple teams, you can have

Important Information

Personal messaging is tied to the Opportunity owner. If you send a message to a seller but the opportunity owner is someone else, the system will use their number/email. If that user does not have their number/email set up then it will use the default workspace email/number.