Walter Burchett asked us, “Anyone have any idea why there are duplicate triggers and campaign folders in my CRM?” “My guess is that you selected a click and play asset multiple times , or you added different assets that all came with the same triggers/campaigns…
duplicate
7 Articles
Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…
Sandra Quinn-Bailey asked us, “Hello, how do you show a family in the CRM? I have the mother & father as contacts but how do you show their children? If I show the parent as a contact & the child as an opportunity, I get…
Wesley Raymond Ging asked us, “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.” “Sometimes there…
William Noel asked us, “I am testing a new form, and have 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 not entered…
Nathan Darnell asked us, “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have have existing contacts on the new file?” “It won’t duplicate or remove existing contacts from your…