Admin Setup & Configuration
- Using & Managing List Tags
- Lead Status vs. Call Result
- Adding Call Results
- What is a Connect?
- Adding New Users and Assigning Phone Numbers
- Creating Custom Activity Reports in Salesforce
- Using Salesforce Record Types (for Outsourcers)
- SMS Text Messages
- Lead Conversion
- Mass Updating Leads
- Automatic Call Distributor (ACD) Queues
- Lists Auto-Refresh Setting For Salesforce Reports
- Activity Reporting: FrontSpin vs. Salesforce
- Mass Updating Record Types
- Email Opens/Clicks Notifications
- Setup Email Tracking Deliveries/Opens/Clicks
- Why does Owner field show Unmapped or Not Defined?
- Deleting Users
- Adding A Default Call Result In Playbooks
- Bulk Move/Remove Leads/Contacts