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12 Articles
BGadmin
1 Min Read

Jay Carter II asked us, “Hello can you change your number to a local number with the power dialer feature like you can in phone burner?”   “No, our dialer does not have the “local presence” feature Local Presence worked great when it was a…

Agent CRM Support
1 Min Read

Sandra Quin-Bailey asked us, “I am trying to change an opportunity from retirement to health. I make the changes, save the changes, but when I go back in the CRM it’s right back as a retirement opportunity. How can I fix this. I also refresh…

Agent CRM Support
1 Min Read

Mitch Ashburn asked us, “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” “https://www.loom.com/share/50b99661a6614f748204809de0aea589”