Live Chat + Video Support Hours
Monday - Friday 9:00am CST - 6:00pm CST
ATTENTION:
PLEASE MAKE SURE THAT YOU HAVE COMPLETED ONBOARDING
SCHEDULE A SUPPORT CALL:
MESSAGE US IN DISCORD
Live Chat + Video Support Hours
Monday - Friday 9:00am CST - 3:00pm CST
ATTENTION:
PLEASE MAKE SURE THAT YOU HAVE COMPLETED ONBOARDING
MESSAGE US IN DISCORD
In this video we show you how to setup your calendar (connect to Google, Outlook, Apple, Calendly) and setting your availability.
In this video we show you how to connect your email.
In this video we show you how to connect your video conferencing platforms to your calendar.
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
In this video we show you how to edit your email signature.
In this video we show you how to edit the text message that is sent out when you miss a call.
In this video we show you how to forward calls from a CRM purchased phone number to a specific phone number or user.
In this video we show you how to setup your Caller ID + go over other suggestions for keeping your phone number healthy.
In this video we show you what to do if your phone number is marked as SPAM.
In this video we show you how to use, access and edit your Agent Website.
In this video we show you how to add your website to specific automated messages such as appointment reminders.
In this video we will explain the A2P process.
In this video we will explain why your A2P Registration may be taking longer than expected.
In this video we show you how to connect WAVV to your CRM.
In this video we show you how to connect Kixie to your CRM.
In this video we show you how to connect your leads from your Lead Vendor 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.
In this video we show you how to connect a Google Sheet of leads to your CRM.
In this video we show you how to create your own automations and workflows.
In this video we show you how to buy, change and add new phone numbers to your CRM.
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.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to Schedule a text message for Later.
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.
In this video we show how you can view your call report.
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.
In this video, we show you how to share your one time permanenet and changeable calendar links to your leads.
In this video, we show you how to add your calendar to your website.
In this video, we show you how to create form and attach to your Calendar.
In this video, we show you how you can forward a call to specific users on webapp and lead connector mobile app.
In this video, we show how you can customize appointment reminder workflows.
In this video, we show how you can your leads to Automation.
In this video, we show how you can create a smartlists.
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).
In this video, we show how you can connect a google sheet to your CRM.
In this video, we show how you can troubleshoot errors while uploading a file to CRM.
In this video we show you how to setup your calendar (connect to Google, Outlook, Apple, Calendly) and setting your availability.
In this video we show you how to connect your email.
In this video we show you how to connect your video conferencing platforms to your calendar.
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
In this video we show you how to edit your email signature.
In this video we show you how to edit the text message that is sent out when you miss a call.
In this video we show you how to forward calls from a CRM purchased phone number to a specific phone number or user.
In this video we show you how to setup a VoiceMail message.
In this video we show you how to setup your Caller ID + go over other suggestions for keeping your phone number healthy.
In this video we show you what to do if your phone number is marked as SPAM.
In this video we show you how to use, access and edit your Agent Website.
In this video we show you how to add your website to specific automated messages such as appointment reminders.
In this video we will explain the A2P process.
In this video we will explain why your A2P Registration may be taking longer than expected.
In this video we show you how to connect WAVV to your CRM.
In this video we show you how to connect Kixie to your CRM.
In this video we show you how to connect your leads from your Lead Vendor 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.
In this video we show you how to connect a Google Sheet of leads to your CRM.
In this video we show you how to create your own automations and workflows.
In this video we show you how to buy, change and add new phone numbers to your CRM.
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.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to edit your automated messages that go out your leads.
In this video we show you how to Schedule a text message for Later.
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.
In this video we show how you can view your call report.
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.
In this video, we show you how to share your one time permanenet and changeable calendar links to your leads.
In this video, we show you how to add your calendar to your
website.
In this video, we show you how to create form and attach to your Calendar.
In this video, we show you how you can forward a call to specific
users on webapp and lead connector mobile app.
In this video, we show how you can customize appointment
reminder workflows.
In this video, we show how you can your leads to Automation.
In this video, we show how you can create a smartlists.
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).
In this video, we show how you can connect a google sheet to your CRM.
In this video, we show how you can troubleshoot errors while uploading a file to CRM.
Get all your questions answered in our dedicated support server.
Monday - Friday 9:00am - 6:00pm CST
Collaborate with other users in our ever growing Facebook community.
Get all your questions answered in our dedicated support server.
Monday - Friday 9:00am - 6:00pm CST
Collaborate with other users in our ever growing Facebook community.