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!


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