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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...

What happens when all the emails in my email campaign have gone out - does it end? start over?

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...

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...

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...

If the prospect (recipient) on the call responds to the greeting with "I am busy right now", how should the caller respond and what...

We have published an update that allows you to create a different dashboard for your linked subuser accounts (different customized...

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...

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...

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...

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...

You can start by dividing your lead generation into two categories - inbound and outbound. For inbound, this may involve using...

I work for a small commercial real estate company that specializes in the Urgent Care sector. We help Urgent Care operators with Site...

Hello Is there an option to add attachments for each contact or company?

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...