Ashley Piwowar asked us, “I am running Facebook ads in different markets, can I assign a phone number to a workflow?” “You can assign your phone numbers to a different user in order to use your desired phone number in a workflow. Go to Settings…
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Chris Gallagher asked us, “Question: When sending a text message to the contact list, how can I select a certain number to send from? For instance, I have four separate numbers under my account. I am running 4 businesses under this CRM. I want to…
Tena Smith Gifford askes us, “how do you assign a user to a work flow cant find it pulling my hair out!” “that’s how you do it: https://www.loom.com/share/7808cd5fadeb4e1d904a93124752bb46”
Becky Chopek Wilson asked us, “Can you bulk assign leads? I would hate to have to indiviually assing 500 leads.” “Yes, you can do that through the use of a tag and a trigger. Here’s what I’d recommend: 1) Go to Settings >> Tags and…