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14 Articles
BGadmin
1 Min Read

Jay Carter II asked us, “Hello can you change your number to a local number with the power dialer feature like you can in phone burner?”   “No, our dialer does not have the “local presence” feature Local Presence worked great when it was a…

BGadmin
1 Min Read

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…

BGadmin
1 Min Read

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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BGadmin
4 Min Read

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…

BGadmin
1 Min Read

Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it…