Matthew Burleson asked us, “Hey everyone, I am trying to create an “if/else” conditional step in a workflow where: 1) if a message gets any kind of response (doesn’t have to be yes/no or positive/negative) then the prospect is moved to a new stage in…
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18 Articles
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
Erna Cabuguas asked us, “Hi can someone show me how to disable the VoiceMail in call whisper.. – If the User does not answer the whisper call, can we turn off the VoiceMail that the Whisper call leaves, they don’t have to be saved to…
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…
Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone? I don’t know if you need any software info from the agency.” “We probably can (depends on how…
Sandra Quinn-Bailey asked us, “Hello, how do you show a family in the CRM? I have the mother & father as contacts but how do you show their children? If I show the parent as a contact & the child as an opportunity, I get…
Phil Reames asked us, “When entering a contact by hand, if I don’t pick a time zone does it default to my time zone?” “Yes! The time zone saved on that contact will be the account’s time zone.”
De Jay Devore asked us, “Can you block a number from contacting you?” “This article from Twilio might help you: https://support.twilio.com/…/360034788313-Reject… If you tell us what number you want to block, we can help”