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8
Jun

How to mark a lead as Favorite

How to mark a lead as Favorite https://youtu.be/0cw9LY5Mf20 How To Mark A Lead As Favorite 1. Go to the left sidebar menu. Click Leads → Active Leads. 2. Click on the Lead. Click the Favorite (✩) icon. Marked As Favorite Successfully notice will pop up on the upper right corner. a. To mark a lead as a favorite from the

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8
Jun

What actions can I perform from main Leads page

What actions can I perform from main Leads page https://youtu.be/_d-wwVm9RX4 What Actions Can I Perform From the Main Leads Page? To access the Leads – go to the left sidebar menu. Click Leads. Below are the actions that can be performed on the main Leads page: 1. Drag-and-Drop. The board can be transferred from one place to another. Example: from

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8
Jun

Overview of Call Logs

Overview of Call Logs https://www.youtube.com/watch?v=7uWZ0q8a9GY&list=PLqYg07qeVlK0udfdVuQqfODM10pJ_yw99&index=21 Overview Of Call Logs 1. Go to the left sidebar menu. Click ACTIVITY → Call Logs. 2. The system will display all Incoming/  Outgoing Calls, SMS sent/ received, incoming outbound MMS, SMS that the company has sent. 3. To filter the Call Logs, click the Filter icon in the upper right corner of the screen. a.

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8
Jun

Skip the step on Holidays and Public Holidays in Drip Campaign

Skip the step on Holidays and Public Holidays in Drip Campaign https://youtu.be/TbX6tggy_J4 Skip the Step on Holidays and Public Holidays in Drip Campaign 1. Go to the left sidebar menu, click General → Drip Campaign. Drip Campaign’s list will open. 2. Click the Edit icon. The Edit Campaign window will open. 3. Tick the “Skip the steps in weekends and public

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