Samuel Fuenzalida asked us, “Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!”
“The most effective way is to tag all the contacts that will be in your new list. You can then create a smart list, or easily filter and add contacts in bulk to a recent campaign you designed.
I created you a video walking you through some of these strategies!