Chris Gallagher asked us, “Question: When sending a text message to the contact list, how can I select a certain number to send from? For instance, I have four separate numbers under my account. I am running 4 businesses under this CRM. I want to…
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Matthew Grice asked us, “How can I schedule texts to 100+ leads a day with individual photos attached (direct mail leads), and from different numbers for different states? Every text only comes and goes from my default number, I’d like to text from numbers local…
Chris Gallagher asked us, “Technical Question: I am creating three different email lists for three companies I own using various “tags.” However, how do I send emails to those lists under different email addresses? Example: #1 List – Ministry sent under one email address #2…
Geneava Danielson asked us, “When in a dial session, if we have multiple phone numbers from agent crm, is there a way to use the phone number associated with the area code of the lead we are dialing or does it only call from one…
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…
Leo Luna asked us, “Hello, I wanted to know if we are able to call out leads multiple times within the power dialer without it automatically going to the next lead? Also are their text message templates and the ability to send out bulk messages?Thank…
Andrew Poeng asked us, “Is it possible to add multiple phone numbers to contacts? I.E. Home phone and Cell Phone?” “Yes, that’s possible. You just need to add a custom field (Settings > Custom Fields). Let me know if that works for you! 😉”
Vanessa Lee Lents asked us, “Agent CRM question… is it possible to have multiple phone numbers? Need to use different p numbers for Medicare, health insurance, etc.” “Yes you can have multiple phone numbers. Just go to the “phone numbers” section and click on the…