Send a single message to an individual from a contact, lead, or person account record.
Required Editions
| User Permissions Needed | |
|---|---|
| To use Quick Send: | DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required. |
- Navigate to a contact, lead, or person account record.
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In the Quick Send Messages component, select a business unit.
Tip Your organization determines the business units you can access. You may not see this option. -
Select a message type.
Tip Your organization determines the message types you can access. You may not see this option.
- Search for and select a message.
- Click the pencil icon.
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Optionally, customize the message.
Note Your organization determines the content you can customize, so there’s a chance you can’t modify some messages. You can still send the message. -
To send the message, click Send.
Note If your organization uses manual approvals, there’s a Submit button to click instead. Your message sends after it’s approved