E-Advise Insurance asked us, “Can the Dialer be integrated and used with my existing VOIP service? I use Skyetel VOIP for my numbers currently. Is it possible or would I need to transfer my numbers” “I’m not familiar with Skyetel but you most probably need…
Syre Stewart asked us, “Can someone help I am not seeing Trigger tab as well?” “Hello! If you are not seeing the trigger tab please go to settings –> Check “Enable campaign” & “Enable triggers” and then you will be able to see the triggers…
Reno Jordan asked us, “Hello team, I’m new, and I’m trying to do some simple things like set up the company info. This may sound like a crazy question but I’ll ask anyway, since I write life insurance for a company do I put all…
Evan Richard asked us, “Can you do a power dial session from the App? (iPhone)” “None, this is part of the power dialer system. If you do a manual call though (not through Manual Actions/power dialer) it won’t show up.” Evan Richard asked us, “Also,…
Additional Passive Income asked us, “Hello there, We need your help: 1. How do we download the app to our employees who are outside the United States? 2. How do we automate a sequence of calls to more than 100 leads without manually dialing them…
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…
Alex Torres Canety asked us, “HOW IF POSSIBLE CAN I ADD GOOGLE MEET AS A MEETING LOCATION WHEN SOMEONE USES THE SCHEDULER LINK?” “I have created a detailed loom for you: https://www.loom.com/share/677da2443e2c4ab4b8f064469d238403 Please watch and you will get all of your answers ?”
Craig Bonson asked us, “I am trying to do Manual calls. I set up the campaign but I do not see the manual call option in the upper right to choose?” “You will see that under the Conversations tab > Manual Actions. Make sure you…
Jeffery Bigsby asked us, “I need to send a photo with my first message via sms, is it possible to have them added to a workflow if they don’t respond?” “Yup, it’s possible. Recorded loom for you, please watch: https://www.loom.com/share/befe85de2996482b9f3573928a338688 Hope it will answer your…
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 them and how much I sold them plus other important notes.” “You can add “Notes”…