Jacqueline D. Daniels asked us, “Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!” “Hi! There isn’t an import icon on the opportunities page, just an export button. Are you trying to add contacts to…
contacts
27 Articles
Greg Crawford asked us, “Is there a way to automate putting a contact in a smart list? I don’t see a trigger for that? I’m updating contacts into my agent CRM that I want to keep in a smart list, not to blend in with…
Dora A Wysocki asked us, “HELLO Guys, Question: I imported some contacts into my CRM, I forgot to assign Smart List to this list. How to do it with existing list inside CRM?f” “You just need to go to Contacts > Bulk Actions. Look for…
The Derington Agency asked us, “How are DNC people handled? I have my own list of DNC’s…I called they said…take me off you list. How would I mark them as such after they are imported.” “When you go to contacts/conversations and you click on a…
William Coventry asked us, “How do you upload contacts into the Agent CRM tool? And do you have a campaign flow set up for old leads that you would like to set up for nuturing? And what about a campaign flow for new leads for…
Chris Kundrock asked us, “When I have lead lists that do not have emails, what’s the best course of action? I uploaded a list of 252 leads and only 88 uploaded because they had email and phone numbers. Is there anything that I can do…
William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?” “It’s up to you, but a common trigger we use is “Contact Tag Added.” That way, any time a specific tag…
Steve Precht asked us, “Hi there. Just signed up for the trial and having a heck of a time getting my csv with contacts to upload properly. I’ve watched the videos and no luck. I’ve used other CRM’s and uploaded csv’s so it’s not entirely…
The Gilbert Agency asked us, “Is there a way to recover bulk deletions?” “You can recover 30 deleted contacts at a time. ? To do this, you will go to Contacts > Restore, then click the checkbox above all the records and click “Restore.”
Wesley Raymond Ging asked us, “Is this where I set up what someone else sees on their caller Id or is this where I set it up so the incoming call will be labeled for me?” “This is where you set up how it will…