Brittany S Johnson asked us, “Hello, can someone assist me with being able to mark a dnc with a tag? Two other campaigns i did it allowed me too, and now on my third campaign its like that feature disappeared. Thanks” “How do you determine…
tag
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Greg Crawford asked us, “Is there a way to automate putting a contact in a smart list? I don’t see a trigger for that? I’m updating contacts into my agent CRM that I want to keep in a smart list, not to blend in with…
M Perez asked us, “Good afternoon, I have 1600 leads loaded. I’m about to upload another 1200. please direct me to a video where I can learn to separate them by category, color tag, nickname, etc” “Here’s a quick recording for you: https://www.loom.com/share/a0705035c1394f7585ff6e78635fb611. Let me…
Phil Reames asked us, “I have a question. When I am doing the power dialer, after each call there is a popup that I can click on completed or No Answer. There are two other options but the training video said not to use those….
Wesley Raymond Ging asked us, “I’m I able to manually put someone in a campaign while I add them to AGENT CRM? I get leads from rocketpro 1 at a time and it would be simpler just to add them to the campaign while I…
Wesley Raymond Ging asked us, “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.” “Sometimes there…
Naeem Johnson Jr. Asked us, “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the Crm? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” “As…
Wes Obana sked us, “If you forget to tag an upload is there a way to go back and bulk tag them all?” “You can always re-upload the list and add a tag on the end. Just make sure your Duplicate strategy is updating empty…