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…
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One of the most important things for your business to run successfully is to keep track of sales activities, along with managing leads and converting those leads into paying customers. The key pain point for most sales businesses nowadays is having problems managing calls, texts,…
Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
Walter Dublico Jr. asked us, “Hi there Branning Group, may I ask how do I verify the email of my staffs in order they can send emails using the email they are using?” “Are you referring to your Sendgrid account that you are using as…
Grag Crawford asked us, “If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?” “On Settings > Email Services > Forwarding Address, you can add your email here so replies will also…
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…
Miguel Angel Quezada Santana asked us, “Can I get a custom email with the domains I have set in the platform?” “Yes, but you would have to use another provider. We use Google mail for our professional email addresses Who did you register your domain…
Wesley Raymond Ging asked us, “If I change the email my agent crm is attached to will my emails stop going to spam?” “There are a lot of factors why your emails go to spam. And the email address being used in the “From” section…