---
title: How to create an SMS plan?
description: "# Steps to create an SMS plan ## Open the SMS plan section Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top…"
url: "https://crmhelpdocs.com/docs/how-to-create-an-sms-plan/"
updated: "2023-10-12"
category: Chat
---

# How to create an SMS plan?

# Steps to create an SMS plan

## Open the SMS plan section

Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top menu.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-648-1024x518.png)

Now, click on the ‘SMS PLAN’ tab

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-649-1024x517.png)

Please, click on the ‘Plus’ icon

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-650-1024x440.png)

## Submit data to create an SMS plan

### Continue to submit data

Please, click on the ‘Continue’ button.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-651-1024x515.png)

### Provide the ‘use case’ data

Please select a use case below for how you plan to start using SMS. If you have multiple use cases you can select “Mixed” and then check 2-5 use cases. Hover over any of the options for a description of the use case and please select the closest match.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-652-1024x517.png)

### Provide the ‘Brand’ data

Here you can set the limit of the SMS plan

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-653-1024x518.png)

### Provide the company info

Here, you need to provide company information

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-654-1024x518.png)

💡 Please, follow the next button and provide the great details to get approved for the SMS plan.