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, ...
Phone and Text
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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 ...
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 ...
Traudney Byerly asked us, "How can I record and upload voice-mail in Agent CRM? TYIA." " I made a video for you: https://www.loom.com/share/eb5b9631655b4ca785c32149c4cd7e5a"
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 ...
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 ...
Jose Brooks asked us, "Are we able to put our calendar links on SMS messages?" "https://www.loom.com/share/adc3b2b0465d4453b21562f48a7830f8 here you go. Please let me know if you have further questions. You can send ...
Anh Tran asked us, "Questions: for sms texting workflow to work, on our sales funnel, should we enter our agent crm phone number on twilio to create that workflow or ...