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…
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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…
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…
Nathan Darnell Asked: “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 those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…