Dan X Nguyen asked us, “Hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Pipelines
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Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
Matthew Burleson asked us, “Hey everyone, I am trying to create an “if/else” conditional step in a workflow where: 1) if a message gets any kind of response (doesn’t have to be yes/no or positive/negative) then the prospect is moved to a new stage in…
Sales funnels are an essential part of any business’s success. It is a system of marketing and selling products or services that move customers through a series of steps and stages to purchase. Each set of the funnel requires a different approach and strategy to…
Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic…
Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for it. Trying to use the power dialer. (Setting up manuals calls) Im saying this because I only have Workflow under Automation – there’s no campaign nor Triggers in…
Pauline Cote Kalil asked us, “Hello! is there a way & if so, how do I cancel a “workflow”?” “Hi! not sure if I understood your question correctly. But, there are several ways to cancel a workflow. One is you can remove/stop a workflow from…
Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA” “Yes go to workflow and download your field (insurance,…
Brittany S Johnson asked us, “Hello, can someone assist me with being able to mark a dnc with a tag? Two other campaigns i did it allowed me too, and now on my third campaign its like that feature disappeared. Thanks” “How do you determine…
Syre Stewart asked us, “Goodmorning I signed up last week. I uploaded contacts but don’t see campaign tab. What am I supposed to do? Is the workflow the same?” “Yes, workflow is the same as campaign but better since you can add a Trigger directly…