If you turn on either option of call recording, you will first see a modal that states, “ You are responsible for your own compliance. Please follow all appropriate State and Federal laws as it relates to recording phone calls. It is generally recommended to…
We maintain records of all the calls you place for a rolling three months. You can do the following on this tab: Search – Search a number to see your history for a specific number Date – Date that you dialed the number. Number –…
Adding a New Callback Callback messages are a message that you would like to use when someone answers a call you can’t immediately answer. You can add a callback by clicking on the “Add New Message” button. These callbacks can be created doing one of…
This is the sound that you will hear when the receiver first answers the phone. If the user has selected ‘bell’, then they will hear a bell chime when the receiver answers the phone. Steps for setup: Go to General Settings tab Click on the…
1. Add Your Number When you click “Add Personal Number” you will see a pop-up modal that says “Enter the phone number you’d like to add, then click “Call” or “Text”. We’ll send you a verification code you’ll need to enter on the next screen.”…
1. Claim a number When you get you first open the SMS tool, you will be prompted to select a new number. You will be able to search through a list of available numbers. Once you have found the number you would like to use,…
1. Add Personal Number When you click “Add Personal Number” you will see a pop-up modal that says “Add Personal Number you’d like to add, then click “Call” or “Text”. We’ll send you a verification code you’ll need to enter on the next screen.” Call: When…
1. Add Your Number When you click “Add Personal Number” you will see a pop-up modal that says “Enter the phone number you’d like to add, then click “Call” or “Text”. We’ll send you a verification code you’ll need to enter on the next screen.”…
Chris Gallagher asked us, “Email Template Question: If I have sent a previous series of emails as a Campaign, how can I save them as templates for creating a new Workflow. Example: Over the past 7 days, I have sent out a series on a…
Enza Baiarunas asked us, “Is there a way to link up Ezlynx and Agent Crm?” “Yes you can, watch this loom please: https://www.loom.com/share/a71fa8f451b646b5bcf5cd0b98cd415e Thanks”