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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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8
Jun

How to set up a drip campaign

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

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8
Jun

How to assign roles for sub-users so that they have specific tasks and leads

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

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