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mhalper2000
replied to the thread
Contacts that finish an email campaign
.
When contacts go through all emails on an email campaign, the end up in a "Finished Queue". If you ever add additional emails to the...
Jan 13, 2021
S
speterson
posted the thread
Contacts that finish an email campaign
in
Email Templates and Email Automation
.
What happens when all the emails in my email campaign have gone out - does it end? start over?
Jan 13, 2021
mhalper2000
replied to the thread
Adding a salesperson to a list of contacts
.
The easiest way to assign a large set of contacts to a user is to import a file with the contacts that you want to assign and assign...
Jan 2, 2021
D
dougydoug
posted the thread
Adding a salesperson to a list of contacts
in
CRM Questions
.
If I want to assign new sales people some of the contacts that are assigned to me right now, what's the best way to do that? Would I...
Jan 2, 2021
mhalper2000
replied to the thread
I am busy objection
.
Here is a video on how to handle objections: If don’t want to watch the full webinar, the objection I am busy right now is discussed...
Jan 1, 2021
S
sunshine76
posted the thread
I am busy objection
in
Dealing with Objections
.
If the prospect (recipient) on the call responds to the greeting with "I am busy right now", how should the caller respond and what...
Dec 31, 2020
mhalper2000
posted the thread
Create unique dashboard for your subusers
in
Product Enhancement Requests and Updates
.
We have published an update that allows you to create a different dashboard for your linked subuser accounts (different customized...
Dec 31, 2020
mhalper2000
posted the thread
Real Cold Call Example Play-by-Play - LinkedIn Cold Call
in
Cold Call Script Example Analysis and Feedback
.
This is a real cold call example with play-by-play analysis. At the end of the video we also provide a recommended cold call script that...
Dec 29, 2020
mhalper2000
replied to the thread
How to keep unhappy sales people from deleting crm data
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The CRM has folder/page called "Trash" which is where any deleted contacts and accounts go. This folder is only visible from a PRO user...
Dec 29, 2020
B
brooks88
posted the thread
How to keep unhappy sales people from deleting crm data
in
CRM Questions
.
Hi I am worried that there could be a scenario where a salesperson becomes unhappy and tries to delete a bunch of data when quitting or...
Dec 29, 2020
mhalper2000
replied to the thread
Add attachments to the crm
.
Yes, you can add attachments to contacts, accounts, and opportunities in the CRM. On each of those is a section for Notes and you can...
Dec 25, 2020
mhalper2000
replied to the thread
Lead Generation for Small Commercial Real Estate Company
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You can start by dividing your lead generation into two categories - inbound and outbound. For inbound, this may involve using...
Dec 24, 2020
N
nucrdean
posted the thread
Lead Generation for Small Commercial Real Estate Company
in
Sales Tips
.
I work for a small commercial real estate company that specializes in the Urgent Care sector. We help Urgent Care operators with Site...
Dec 23, 2020
M
mlewis
posted the thread
Add attachments to the crm
in
CRM Questions
.
Hello Is there an option to add attachments for each contact or company?
Dec 23, 2020
mhalper2000
replied to the thread
Add crm fields
.
Yes, you can add as many fields as you want to Contacts, Accounts, and Opportunities. You can also hide any of the standard fields that...
Dec 20, 2020
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