- Your Twilio account is connected
- You have at least one SMS reminder active
- You installed the browser extension
To start testing:
1. Create a dummy lead/contact in Salesforce. Make sure it has a phone number (the one you have access to).
The app checks the "Mobile" phone number field to send the reminder by default. The app checks the "Phone" field as a backup if empty.
2. Book a test meeting
On the lead/contact page, click on the book a meeting button.
Book a meeting
3. Check that you received the reminder