Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
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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…