• VelocityCRM
  • Set Up Direct Texting

Why Use Direct Texting?

  • Communication history tracking and important client information stored in a centralized location 
  • Increased read rate and faster response time
  • Use your full keyboard and avoid annoying auto-correct errors
  • Choose your own designated SMS phone number  

Click below to register for the Live Online Training session on this topic.

Get Access To Direct Texting

1. From your Settings Page, under Twilio click “Buy Now”.

2. Follow the payment instructions then return to your Settings page

3. Choose Your SMS # – Return to your Settings Page and click the blue wheel under Twilio (you may need to give the page a quick refresh first)

4. Type in your preferred area code > then choose the number you would like from the drop down menu > click Purchase (nothing will be charged).

5. You’re all set to start sending SMS through Velocity! Watch the video for more info on the next steps.