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.
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
How to set up a drip campaign https://youtu.be/g1-BuA3j8a8 How To Set Up A Drip Campaign 1. Go to the left sidebar menu. Click General → Drip Campaign. 2. Click Add Drip Campaign in the upper right corner of the screen. A new window will open. 3. Fill out the campaign information. See sample drip campaign steps illustrations below. a. Fill
How to assign roles for sub-user so that they have specific tasks and leads https://youtu.be/6MWEEm8ghDM How To Assign Roles For Sub-Users So That They Have Specific Tasks and Leads 1. To add a new team member, click on the right sidebar menu. Select Manage Users. Click Add New. A new window will open. i. Go to the Contact Info tab and