How to request and gain access to ClerkChat
Adding ClerkChat to MS Teams
How to assign a conversation thread to someone on your team to review and respond to.
How to navigate ClerkChat, an SMS solution that integrates with both Salesforce and Microsoft Teams
Update general information, working hours, membership and compliance
Templates are standardize SMS communications you can setup in advance to send to recipients.
Campaigns are used to send a mass blind text to a group of contacts in a list.
How to create a group of contacts into a list in ClerkChat. Lists are used for campaign
How to add new property/fields to Contact in ClerkChat
How to import Contacts to ClerkChat via csv file
How to manually add a new contact to ClerkChat