Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
remove
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Phil Reames asked us, “when I make calls using the Agent CRM number there is a recoding that they hear that says this call may be recorded, etc. Is there any way to get rid of that message?” “You can go to Settings>>Phone Number>>Click the…
Pauline Cote Kalil asked us, “Hello! is there a way & if so, how do I cancel a “workflow”?” “Hi! not sure if I understood your question correctly. But, there are several ways to cancel a workflow. One is you can remove/stop a workflow from…
Ramon Ayers asked us, “My understanding is if you have a client on an email campaign and they respond to a message along the way, they can be removed from the campaign. I would like to set up a campaign where I receive a whisper…
April Starks asked us, “Does anyone know how to delete a contact while in the conversation section? There’s a delete option there but it seems to delete just that conversation, not the actual contact.” “If you want to delete the actual contact, you might want…
Barry McGlothin asked us, “Anyone know how to clear notifications on the app? Anytime a contact responds in any way the notification stays active. I have to respond back to them, and then they have to not respond… or there is always a notification on…
Sandra Quinn-Bailey asked us, “How do I remove or close notifications that I’ve already handled?” “If you are needing to remove notifications for unread emails, texts, or calls, you can either do this through the app or desktop version! Through the app, you will select…
Tom May asked us, “How do I bulk remove leads from a campaign?” “Create a tag and call it something like “remove” Then make a trigger with the trigger being that tag added, and the action being “remove from campaign” Then, tag the leads you…