April Starks asked us, “Does anyone know how to delete a contact while in the conversation section? There’s a delete option there but it seems to delete just that conversation, not the actual contact.” “If you want to delete the actual contact, you might want…
Junction Insurance Agency LLC asked us, “Is there a way to manually add contacts?” “Yes! If you need to add 1 or a few contacts on your list, go to Contacts tab then click the + sign on the upper left side and fill in…
Peter Notice Solar asked us, “How do I change my landing page to point to a new survey? I made some new survey questions and want to use the new questions” “If your landing page already has a survey, Edit that page, select the survey…
Damon Jimenez asked us, “Can someone Loom a video of how to use the power dialer. The library videos seem out of date.” “here is an updated video to help out: https://www.loom.com/share/b4221d59db1d4e6b8ab409e6054619f9 ”
Health Meets Wealth Insurance asked us, “What’s the difference between tags and smart lists? I’m trying to import client lists. Should I tag them as the type of client they are or smartlist them or both?” “It is highly advisable to tag your contact list…
Rhoda Woods asked us, “Is date of birth when I go into a contact the same as birth date in the filters? Also, can I filter to find people whose birthdate is before or after a certain date?” “Yes! It’s the same: Date of Birth…
Godlove Financial asked us, “Hi everyone, I keep getting a 404 error on my calendar funnel when setting up. How do I link the calendar?” “When you click on the 404 box in your funnel editor, you’ll see some calendar options appear in the left…