Deborah Lynne Pope asked us, “HELP! Can someone do a loom video and show me how to set up my Contact to be able to upload csv file?” “Posting this loom video from Lillie that is very helpful in uploading your contacts: https://www.loom.com/share/bf75bc7643e3445bacfdbc01c8ccaf90”
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18 Articles
April Starks asked us, “Does anyone know how to delete a contact while in the conversation section? There’s a delete option there but it seems to delete just that conversation, not the actual contact.” “If you want to delete the actual contact, you might want…
Health Meets Wealth Insurance asked us, “What’s the difference between tags and smart lists? I’m trying to import client lists. Should I tag them as the type of client they are or smartlist them or both?” “It is highly advisable to tag your contact list…
Rhoda Woods asked us, “Is date of birth when I go into a contact the same as birth date in the filters? Also, can I filter to find people whose birthdate is before or after a certain date?” “Yes! It’s the same: Date of Birth…
Josh Richards asked us, “How easy is it to load the leads into the system for power dialing? Does it have to be a csv or how does it work? Much appreciated.” “Very easy! Your contact list should be in csv form before importing them…
Alex Hale Asked: “I’m having a hard time importing contacts into a power dialer campaign. I did a bulk import but it is taking hours to load the contacts and still hasn’t allowed me to initiate the campaign. Any help would be greatly appreciated?” The…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…