Live Chat + Video Support Hours
Monday - Friday 8:00am CST - 5:00pm CST
Texting Live Chat Support Hours
Monday - Friday 8:00am CST - 5:00pm CST
In this video we show you how to upload your leads.
In this video we show you how add your leads to the automated text messages.
In this video we show you how to organize your leads into auto updating smartlists.
In this video we show you how to edit your smartlist settings so that other users can view your list.
In this video we show you how to view and use each opportunity section.
In this video we show you how to disposition and move your leads through your sales pipeline (new lead, have not reached, no show etc)
In this video we show you how to utilize the button on each lead's contact page under the "Lead Disposition" Drop Down Button.
In this video we show you how to edit and add all of the custom fields on the left of the lead's contact page.
In this video we show you how to check on the status of your lead uploads.
In this video we show you how to troubleshoot any errors you may face while uploading leads.
In this video we show you how to connect your leads from your lead vendor to your CRM so that your leads drip into your CRM automatically.
In this video we show you the difference between your automated text message automations and the ai chat bot.
Monday - Friday 8:00am - 5:00pm CST
Monday - Friday 8:00am - 5:00pm CST