Phoenix Self Help Video Library

Live Chat + Video Support Hours

Monday - Friday 9:00am CST - 6:00pm CST

ATTENTION:

PLEASE MAKE SURE THAT YOU HAVE COMPLETED ONBOARDING

SCHEDULE AN ONBOARDING CALL:

SCHEDULE A SUPPORT CALL:

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Phoenix Self Help Video Library

Live Chat + Video Support Hours

Monday - Friday 9:00am CST - 3:00pm CST

ATTENTION:

PLEASE MAKE SURE THAT YOU HAVE COMPLETED ONBOARDING

SCHEDULE AN ONBOARDING CALL:

MESSAGE US IN DISCORD

My Calls Are Hanging Up Quickly

In this video we show you how to adjust the amount of time that your phone calls ring for.

Configuring Phone Number Settings

In this video we show you how to edit your phone number settings.

Forwarding Calls to a Specific User

In this video we show you how to forward your CRM incoming calls to a specific user within your CRM.

Editing Your A2P Compliance Text Messages

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

Forwarding Calls to a Specific Number

In this video we show you how to forward your CRM incoming calls to a specific user.

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.

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.

Do I need to Buy Numbers in Both Phoenix AND my Power Dialer?

In this video we will explain the difference between buying a phone number in Phoenix and buying a phone number in your 3rd party power dialer (WAVV/KIXIE)

How to Use the Basic Phoenix Power Dialer

In this video we show you how to use the basic Phoenix Power Dialer.

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.

My Calls Aren't Going Through

In this video we show you how to troubleshoot unsuccessful phone calls.

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.

My Text Messages Are Not Sending

In this video we show you how to troubleshoot your text messages not sending.

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.

Local Presence

In this video, we show you how 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 Accounts / Dual Partner Accounts)

My Calls Are Hanging Up Quickly

In this video we show you how to adjust the amount of time that your phone calls ring for.

Configuring Phone Number Settings

In this video we show you how to edit your phone number settings.

Forwarding Calls to a Specific User

In this video we show you how to forward your CRM incoming calls to a specific user within your CRM.

Editing Your A2P Compliance Text Messages

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

Forwarding Calls to a Specific Number

In this video we show you how to forward your CRM incoming calls to a specific user.

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.

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.

Do I need to Buy Numbers in Both Phoenix AND my Power Dialer?

In this video we will explain the difference between buying a phone number in Phoenix and buying a phone number in your 3rd party power dialer (WAVV/KIXIE)

How to Use the Basic Phoenix Power Dialer

In this video we show you how to use the basic Phoenix Power Dialer.

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.

My Calls Aren't Going Through

In this video we show you how to troubleshoot unsuccessful phone calls.

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.

My Text Messages Are Not Sending

In this video we show you how to troubleshoot your text messages not sending.

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.

Local Presence

In this video, we show you how 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 Accounts / Dual Partner Accounts)

Get all your questions answered in our dedicated support server.

Office Hours

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.

Office Hours

Monday - Friday 9:00am - 6:00pm CST

Collaborate with other users in our ever growing Facebook community.