July 29, 2019 Coaching Call

by | Jul 29, 2019 | Auto Dialer, Calls, Coaching Calls, Numbers, Routing, Support, Text Messages, Tracking

30 Minute Quick Start Setup of Your Account

 

30 Minute Quick Start Setup of Your Account

For 1-on-1 LIVE Tech Support to Setup Your Targeting Local CRM, Submit a Ticket

  • Buy Tracking #
  • Setup Queue
  • Configure Tracking # to send texts and receive calls with queue
  • Create Custom Fields
  • Load Preset Form, Configure Script, and Assign to Tracking #
  • Setup Auto Dialer for Text Messages
  • Upload List to Auto Dialer and Start It
  • Setup Auto Dialer for OB Calls
  • Upload List to Auto Dialer and Start It
  • Triggers for Setting Follow Up Reminders

Additional Resources on Each Step

For 1-on-1 LIVE Tech Support to Setup Your Targeting Local CRM, Submit a Ticket