Original Question: Dan Garbarz asked:“Hello, I created a new form, campaign, and funnel for an insurance campaign. I removed the ‘last name’ field on the form as an experiment. When a new contact is submitted (testing), I am seeing strange behavior, like two contacts being…
Duplicate Contacts
4 Articles
Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…
Original Question: William Noel asked us: “I am testing a new form, and half of the info is not being populated into Agent CRM. I’ve used my real name with a couple of my real email addresses and the triggers work, but the info is…
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…