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 ...
Pipelines
36 Articles
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 ...
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 ...
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 ...
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, ...
Dwayne Nichols asked us, "How can I turn a lead into a client in my CRM once I sell them? I hope I can keep information on what I sold ...
Pauline Cote Kalil asked us, "I am in the middle of my 14 day free trial & I’ve yet to be able to create a campaign. When I go to ...
Nick Acosta asked us, "I'm a bit confused on what videos to watch. I have access to Cole X Dates, and want to do an email drip campaign to cold ...