Dave Kinkade asked us, “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #” “For anyone else that may have this same question, you are…
change
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…
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”
Christopher Duncan asked us, “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” “You can click right on your calendar and create a blocked off time/appointment with yourself. The…
David Day asked us,, “Are we able to change the email we used to sign up with originally?” “Yes, check your email for a welcome from our support team. They’ll help you change it”