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BGadmin
1 Min Read

Phil Remaes asked us, “I have a question. When I am doing the power dialer, after each call there is a popup that I can click on completed or No Answer. There are two other options but the training video said not to use those….

BGadmin
1 Min Read

Charles Atkinson asked us, “Hello team can you build a news letter? Is there a video training?” “You can! I’d recommend checking out chapter 3, titled “Campaigns” in our Agent CRM training course, specifically the videos about the Email Builder. It’s great for creating newsletters….

BGadmin
1 Min Read

Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?” “Zapier is going to be…

BGadmin
1 Min Read

Luis Cuevas asked us, “For texting from Agent-CRM, how long is one segment again?” “1 segment is usually about 120 -160 characters. Feel free to use this tool from twilio: https://twiliodeved.github.io/message-segment-calculator/ I recommend using the Standard, UCS-2 encoding. Paste your message in the text box…

BGadmin
1 Min Read

Julio C Garcia asked us, “Hi 👋 , how can I have the customer select the type of meeting he /she would like to have with me when scheduling? like if they prefer a PHONE CALL or a ZOOM MEETING? is this available?” “You can…