Thomas Ricapito asked us, “Is there a way to upload pdf files (or any kind) into the CRM so that they can be hosted there and referenced with links to clients in an email?” “Great question! You can. ? First, you’ll need to go to…
Johanna Cabrera asked us, “Good afternoon Here is a question i hope you can help me with this , We offered bookkeeping services, we created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way…
Chris Kundrock asked us, “Alright, I have a birthday campaign running but I want to limit it to my people who are my clients. I tag my clients with life client, so in the workflow, can I just add that as a trigger?” “Just add…
The Derington Agency asked us, “How are DNC people handled? I have my own list of DNC’s…I called they said…take me off you list. How would I mark them as such after they are imported.” “When you go to contacts/conversations and you click on a…
Larry Gatz asked us, “I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the “company name” is showing up in the opportunity card, and not the client name. Is there a way to change this?”…
M Perez asked us, “Good afternoon, I have 1600 leads loaded. I’m about to upload another 1200. please direct me to a video where I can learn to separate them by category, color tag, nickname, etc” “Here’s a quick recording for you: https://www.loom.com/share/a0705035c1394f7585ff6e78635fb611. Let me…
Johanna Cabrera asked us, “Good afternoon , I’m creating a funnel, and i would like to know if there is a way to edit the mobile version without altering the current look of the website version.” “Yes, there’s a way you can edit the mobile…
William Coventry asked us, “How do you upload contacts into the Agent CRM tool? And do you have a campaign flow set up for old leads that you would like to set up for nuturing? And what about a campaign flow for new leads for…