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ProMax Software
Sending a Photo via Text in ProMax
It’s quick and easy to send a photo to a prospect via ProMax Mobile.
This can be accomplished by actually taking a picture using your cell phone and ProMax Mobile (or using Mobile on your Desktop). If using Mobile on the Desktop, the easiest way, however, is to use a picture already stored in ProMax (this can be checked by going to Salesperson Inventory and viewing stock numbers that have the photo icon in the left- most column. (Fig. 1, Right)
Fig. 1
Desktop Version of Mobile
- Find the customer via “My Dashboard” or “Recall Customer”, then scroll down the record to find the “Take Action” buttons and click on the Text button. Fig. 2-1
- From the Compose SMS Message window, first pick a Snippet if desired (Fig 2-2), then click “Insert Photo” and then “Insert Stock#”. (Fig. 2-3)
Fig. 3
Enter the chosen Stock# then click “Insert” (Fig. 3, left)
If a snippet was chosen, it will appear, and then a shortened link to the picture will also appear – in the red boxed https://..... Link in Fig. 4 below.
Click the blue Send button at the bottom of the Compose window to send the text.
Fig. 4
Fig. 5
To the left is what your customer will see on their phone. When the shortened link is clicked, the picture will appear.
ProMax Mobile on the cell phone.
1. Find the customer via “My Dashboard” or “Recall Customer”.
Fig. 6
Fig. 7
Scroll down to the “Take Action” icons and click on “Text”. (Fig. 6)
Choose “Insert Photo” then pick “Insert Photo”. (Fig. 7)
Pick a place in “File Management” to store the photo, under the Icon for your Dealer ID, then click the disk icon with the green + sign. (Fig. 8)
Fig. 8
On the iPhone, you’ll get the option to find stored photos or “Take Photo or Video”, the link we’ll use here.
Fig. 9
5. Once the photo is taken, choose “Use Photo”, then click on the photo just taken and pick “Select”.
Fig. 10
The Text Message box will populate with a shortened URL Link to the photo, starting with “https://goo.gl.... “ Add any text desired, then hit send. (Fig. 11)
Fig. 11
See results below. This help file is based on an iPhone. Android phones will be similar, but perhaps not identical.
