Justan Pavone asked us, “When sending out SMS I have 3 numbers 1 for each state. How do I select which phone number to send the SMS from?” “You can assign your phone numbers to a different user in order to use your desired phone…
assign
5 Articles
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…
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: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…