Eva Jean asked us, “Can you 3 way call from the dealer?” “Yes! When calling from the dialer, you can use the Warm Transfer option to do a 3-way call! For more info, you can click the Help Library from your Agent CRM, it is…
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E-Advise Insurance asked us, “Can the Dialer be integrated and used with my existing VOIP service? I use Skyetel VOIP for my numbers currently. Is it possible or would I need to transfer my numbers” “I’m not familiar with Skyetel but you most probably need…
Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…
Robert Burns asked us, “how to transfer from client to a 3 way call with carrier?” “While on the call with the 1st number you’ve dialed, you will click “Warm Transfer.” Then, you will dial your 2nd number. After they answer, you will click “Patch…