Can I use the dialer with having the basic package, and how do I access the dialer?

BGadmin August 6, 2022

Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and…

Click And Play, Pipelines, Power Dialer, Software

Is pipeline synonymous to campaigns and workflows?

Agent CRM Support August 2, 2022

Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for…

Pipelines

How do I cancel a “workflow”?

Agent CRM Support July 30, 2022

Pauline Cote Kalil asked us, “Hello! is there a way & if so, how do I cancel…

Pipelines

Is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’?

Agent CRM Support July 27, 2022

Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign…

Campaign, Pipelines

Can someone assist me with being able to mark a dnc with a tag?

Agent CRM Support June 11, 2022

Brittany S Johnson asked us, “Hello, can someone assist me with being able to mark a dnc…

Pipelines

I uploaded contacts but don’t see campaign tab. What am I supposed to do?

Agent CRM Support May 25, 2022

Syre Stewart asked us, “Goodmorning I signed up last week. I uploaded contacts but don’t see campaign…

Campaign, Pipelines, Triggers

How can I turn a lead into a client in my CRM once I sell them?

Agent CRM Support May 25, 2022

Dwayne Nichols asked us, “How can I turn a lead into a client in my CRM once…

Campaign, Pipelines

When I go to Automation on Workflows comes up. Is this because it is still my trial period?

Agent CRM Support May 24, 2022

Pauline Cote Kalil asked us, “I am in the middle of my 14 day free trial &…

Campaign, Pipelines, Triggers

I want to do an email drip campaign to cold leads, but I’m confused on what to use email marketing, or work flows?

Agent CRM Support May 20, 2022

Nick Acosta asked us, “I’m a bit confused on what videos to watch. I have access to…

Campaign, Pipelines, Triggers, Video

Do I have to manually enter opportunities?

Agent CRM Support May 20, 2022

Jacqueline D. Daniels asked us, “Hello Everyone! Do I have to manually enter opportunities? I do not…

Pipelines, Software

Pipelines

Can I use the dialer with having the basic package, and how do I access the dialer?

Can I use the dialer with having the basic package, and how do I access the dialer?

Is pipeline synonymous to campaigns and workflows?

Is pipeline synonymous to campaigns and workflows?

How do I cancel a “workflow”?

How do I cancel a “workflow”?

Is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’?

Is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’?

Can someone assist me with being able to mark a dnc with a tag?

Can someone assist me with being able to mark a dnc with a tag?

I uploaded contacts but don’t see campaign tab. What am I supposed to do?

I uploaded contacts but don’t see campaign tab. What am I supposed to do?

How can I turn a lead into a client in my CRM once I sell them?

How can I turn a lead into a client in my CRM once I sell them?

When I go to Automation on Workflows comes up. Is this because it is still my trial period?

When I go to Automation on Workflows comes up. Is this because it is still my trial period?

I want to do an email drip campaign to cold leads, but I’m confused on what to use email marketing, or work flows?

I want to do an email drip campaign to cold leads, but I’m confused on what to use email marketing, or work flows?

Do I have to manually enter opportunities?

Do I have to manually enter opportunities?

How much extra is it per month to add another phone number?

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