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…
contacts
28 Articles
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…
Clarence Enriquez asked us, “Having trouble importing contacts I made myself. Any suggestions??” “Anytime people have trouble importing contacts, it is usually because they don’t have their email or phone number (you need at least one, both are not required). Or, the CSV file is…
Merilyn Jeffs asked us, “Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” “There’s actually a new way of adding leads to your campaigns!…
Bruce Kuczinski asked us, “How can I find a list of contacts added to a campaign?” “Go to Marketing >> Campaigns, select the number under the “Total” Column next to the campaign. It will take you to a list of everyone who’s been added to…