When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published?

BGadmin May 19, 2022

Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text,…

Triggers

Any suggestions to figure out the best way to alert myself via text message of tasks that I place on specific clients?

Agent Crm March 22, 2022

Thomas Ricapito asked us, “Anyone have any tips on this? I’m trying to figure out the best…

Getting Started, Triggers

Is there a way to automate putting a contact in a smart list?

Agent Crm March 21, 2022

Greg Crawford asked us, “Is there a way to automate putting a contact in a smart list?…

Getting Started, Triggers

When someone either reschedules or cancels an appointment is there a way to get a notification?

Agent Crm February 24, 2022

Chris Kundrock asked us, “When someone either reschedules or cancels an appointment is there a way to…

Calendar, Triggers

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

Agent Crm February 23, 2022

Johanna Cabrera asked us, “Good afternoon Here is a question i hope you can help me with…

Campaign, Email, Phone and Text, Triggers

I have a birthday campaign running but I want to limit it to my people, can I just add a trigger?

Agent Crm February 21, 2022

Chris Kundrock asked us, “Alright, I have a birthday campaign running but I want to limit it…

Campaign, Software, Triggers

On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?

Agent Crm February 15, 2022

William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I…

Click And Play, Triggers

I have created triggers but can’t seem to get the re-schedule trigger figured out.

Agent Crm February 4, 2022

Brandy Murray asked us, “I have created triggers but can’t seem to get the re-schedule trigger figured…

Email, Phone and Text, Triggers

Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel?

Agent Crm January 31, 2022

Billie Hopkin asked us, “Has anyone created a lead texting campaign where the interested party texts a…

Campaign, Phone and Text, Triggers

When forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately?

Agent Crm January 27, 2022

David Munley asked us, “I have triggers set up for forms submitted, but when forms are completed,…

Campaign, Forms & Surveys, Triggers

Triggers

When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published?

When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published?

Any suggestions to figure out the best way to alert myself via text message of tasks that I place on specific clients?

Any suggestions to figure out the best way to alert myself via text message of tasks that I place on specific clients?

Is there a way to automate putting a contact in a smart list?

Is there a way to automate putting a contact in a smart list?

When someone either reschedules or cancels an appointment is there a way to get a notification?

When someone either reschedules or cancels an appointment is there a way to get a notification?

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

I have a birthday campaign running but I want to limit it to my people, can I just add a trigger?

I have a birthday campaign running but I want to limit it to my people, can I just add a trigger?

On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?

On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?

I have created triggers but can’t seem to get the re-schedule trigger figured out.

I have created triggers but can’t seem to get the re-schedule trigger figured out.

Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel?

Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel?

When forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately?

When forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately?

Can I add/manage users in CRM?

Is there a way to allow multiple instances of a client in the same pipeline?

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Triggers