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”
contacts
27 Articles
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”…
Rest Assured Life Solutions asked us, “Hello, I am having an issue with uploading my contacts. I have saved them as a csv file but there is still nothing showing. Just wanted to cry one last plea for help before manually entering them into the…
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…
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…