Phoenix Self Help Video Library
Live Chat + Video Support Hours
Monday - Friday 8:00am CST - 5:00pm CST
MENU
✏️ CRM SETUP + CUSTOMIZATIONS
Phoenix Self Help Video Library
Texting Live Chat Support Hours
Monday - Friday 8:00am CST - 5:00pm CST
💳 BILLING
Calendar + Availability
In this video we show you how to setup your calendar (connect to Google, Outlook, Apple, Calendly) and setting your availability.
Connecting Your Email
In this video we show you how to connect your email.
Connecting ZOOM, Google Meet or Teams
In this video we show you how to connect your video conferencing platforms to your calendar.
Editing Your Opt Out Compliance Message
In this video we show you how to edit the A2P Compliance text message signature that is sent out with the first message to each contact.
Ex: Thanks, Bob Miller with Family First Life
Email Signature
In this video we show you how to edit your email signature.
Edit the Missed Call Auto Text Message
In this video we show you how to edit the text message that is sent out when you miss a call.
Forwarding CRM Calls to a Specific Number
In this video we show you how to forward calls from a CRM purchased phone number to a specific phone number or user.
Setting Up Your VoiceMail
In this video we show you how to setup a VoiceMail message.
Setting Up Caller ID / SPAM Protection
In this video we show you how to setup your Caller ID + go over other suggestions for keeping your phone number healthy.
What to Do If Your Number is Marked as SPAM
In this video we show you what to do if your phone number is marked as SPAM.
Your Agent Website
In this video we show you how to use, access and edit your Agent Website.
Adding Your Website to Automations
In this video we show you how to add your website to specific automated messages such as appointment reminders.
A2P Registration
In this video we will explain the A2P process.
Why Is A2P Registration Taking So Long
In this video we will explain why your A2P Registration may be taking longer than expected.
Connecting WAVV Power Dialer
In this video we show you how to connect WAVV to your CRM.
Connecting Kixie Power Dialer
In this video we show you how to connect Kixie to your CRM.
Connecting a Lead Vendor
In this video we show you how to connect your leads from your Lead Vendor to your CRM.
Adding Lead Information to Your CRM
In this video we show you how to add custom fields and map your leads to ensure that all of the information from your lead vendor is transfered into your CRM.
Connecting a Google Sheet
In this video we show you how to connect a Google Sheet of leads to your CRM.
Creating Your Own Automation/Workflow
In this video we show you how to create your own automations and workflows.
Buying, Changing or Adding a Phone Number
In this video we show you how to buy, change and add new phone numbers to your CRM.
Turning on Call Recording
In this video we show you how to turn on call recording. This feature is only available for NON-HIPPA Compliant platforms. If your platform is HIPPA Compliant you are not able to use this feature.
Editing Your Automated Messages
In this video we show you how to edit your automated messages that go out your leads.
Connecting Your Social Media Profiles
In this video we show you how to edit your automated messages that go out your leads.
Creating New Tags
In this video we show you how to edit your automated messages that go out your leads.
Scheduling a Text Message For Later
In this video we show you how to Schedule a text message for Later.
Setting Up Frequently Sent Messages
In this video, we show you how to create email and SMS snippets using ready-made templates, so you don’t have to type everything from scratch.
How To View My Call Reports
In this video we show how you can view your call report.
Adding Scripts
In this video, we show you how to add your scripts. During a sales call, the script will be right in front of you with all the key points, so you won’t miss anything and can maximize your conversions.
Calendar Links
In this video, we show you how to share your one time permanenet and changeable calendar links to your leads.
Attaching a Calendar to Your Website
In this video, we show you how to add your calendar to your website.
Adding a Form To Your Calendar
In this video, we show you how to create form and attach to your Calendar.
Forwarding calls to a specific user
In this video, we show you how you can forward a call to specific users on webapp and lead connector mobile app.
How to Customize appointment reminders
In this video, we show how you can customize appointment reminder workflows.
Adding Leads To Automations
In this video, we show how you can your leads to Automation.
Creating Smartlist
In this video, we show how you can create a smartlists.
Local Presence
In this video, we show how you to setup Local presence for phone number location verification. Please Note: Local Presence through Phoenix CRM is only available for accounts that have ONE agent dialing from the account. This feature is not available for accounts that have multiple agents dialing from the account (Agency Account / Dual Partner Accounts).
Connecting a Google Sheet to your CRM
In this video, we show how you can connect a google sheet to your CRM.
Troubleshooting Upload Errors
In this video, we show how you can troubleshoot errors while uploading a file to CRM.
Text Support Office Hours
Monday - Friday 8:00am - 5:00pm CST
Click here for instructions:
To edit your credit card information navigate to:
Settings > Billing > Payments > Click on the Pencil Icons to edit the card number, billing information, or tax information.
Click here for instructions:
Your monthly subscription and phone usage are billed separately. Phone usage is covered by a prepaid wallet located in Settings → Billing > Wallets & Transactions. When your wallet balance reaches $0, it automatically reloads $10 so your service isn’t interrupted.
You can view current phone usage rates here:
Click here for instructions:
Account Cancellation Procedure
Navigate to Settings > Billing > Payments
Essential Users: Click Cancel
Agent + Agency Users: Determine if your contract length has been met.
Find the very first payment you made > Agent packages should have 3 subscription payments made > Agency packages should have 12 subscriptions made.
If your contract length has been fulfilled you can text the support line to cancel.
🛑 Understand A2P Registration Impact
Be aware that if you cancel your account, all A2P registrations and phone numbers will be deleted immediately. This can not be reversed.
Click here for instrucitons:
Please text the Phoenix Support Line and request and upgrade to the Agency or Agency Pro package. We will setup a discovery call with you to go over your goals for this package and begin the setup process.
Click here for a list of fees:
Incoming Calls – $0.0111 / min
Outgoing Calls – $0.0182 / min
Email – $0.0009 / email
Premium Triggers/Actions – $0.013 / action
Email Verification – $0.0033 / verification
Content AI (per 1,000 words) – $0.117 / 1,000 words
Content AI (per image) – $0.078 / image
Workflow AI (GPT Execution) – $0.0195 / execution
Voice AI (per message) – $0.026 / message
Voice AI (per minute call) – $0.169 / minute
WhatsApp – $0.0962 / conversation
Reviews AI – $0.104 / response
Domains – Specific to desired domain
Auto Complete Address – $0.0039 / result
Funnel AI – $1.287 / funnel request
Call Recording – $0.00575 / recording
Phone Number Verification – $0.0115 / verification
Click here for instructions:
Use this link to login to your Phoenix Stripe Portal and download your payments: https://billing.stripe.com/p/login/14k6pMcq0cKX10Y4gg
Text Support Office Hours
Monday - Friday 8:00am - 5:00pm CST