Justan Pavone asked us, “Question: I have leads in 3 different states. Is there a way to create a file/folder for each state when I upload my contacts daily? Not sure if I missed it somewhere but the help library doesn’t seems to provide the…
contacts
28 Articles
A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?” ” If you’ll be adding your leads to the…
Chris Gallagher asked us, “I sent a message to support, but I thought someone here might help faster. I scheduled an email to be sent out yesterday. It showed as being executed, but today is shows no execution. Can someone give me guidance? Thanks in…
Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…
Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that? I can go into contacts and get a list of the people I need to update but I don’t see a way to do…
Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
Andrew Poeng asked us, “Is it possible to add multiple phone numbers to contacts? I.E. Home phone and Cell Phone?” “Yes, that’s possible. You just need to add a custom field (Settings > Custom Fields). Let me know if that works for you! 😉”
Norm Mitchell asked us, “I want to see all of my contacts who have a birthday every day when I open the phone app…how do I do that?” “There you go: https://www.loom.com/share/0d408192666d4666a53d36df6675bca2”
Dwayne Nichols asked us, “How can I turn a lead into a client in my CRM once I sell them? I hope I can keep information on what I sold them and how much I sold them plus other important notes.” “You can add “Notes”…