Test your SMS reminders

Prerequisites:

• 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 (one that you have access to). 

By default, the apps checks the "Mobile" phone number field to send the reminder to. If empty, the app checks the "Phone" field as a backup

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