Phone
22 articles
1 min read
How to Use the Dialer Feature for One-Time Outbound Calls
Using your system as a “softphone” for outbound calls is an excellent way to communicate with leads for one-time calls or for calling through lists. This article will cover…
2 min read
How Inbound Call Routing Works
Inbound Call Routing is the process that happens if a prospect calls back the phone number from a text message or the phone call that they received from your CRM outbound…
2 min read
How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
You can use the Call Event in a campaign to automatically have the system call the customer when that step is reached in the campaign. If the lead answers, it will connect to…
1 min read
Setting Up a Voicemail Drop and Voicemail Drop FAQs
A Voicemail Drop is utilized to accelerate the process of leaving voicemail messages. The way it works is the system will make a phone call to the selected contact, and then it…
1 min read
How To Convert Voicemail Drop Files into MP3 or WAV
Voicemail Drops require mp3 or wav audio files. This article shows how to properly convert your audio voicemail file to properly utilize Voicemail Drops.
1 min read
How To Get an Outbound Phone Number
A Twilio number is a digital phone number that can give you full access to your regular call and message routine. You can create an outbound number easily within the app.
2 min read
How To Add Voicemail Forwarding and Transcription For A Twilio Number
NOTE: Transcriptions for recordings are a paid feature. Your account may be charged if you use this service.
1 min read
How to Delete a Twilio Phone Number
You may want to remove a phone number from your system. To delete a Twilio number, follow these simple steps:
1 min read
Complete Twilio Setup
A Twilio number is a digital phone number that can give you full access to your regular call and message routine. There are a few steps to completing the Twilio setup process.
1 min read
How To Record Calls And Listen To Recordings
You may want to record calls to be able to review them for quality assurance.
1 min read
Understanding Twilio Numbers
Below is an overview of how the system selects which Twilio Outbound Number to use for a contact, according to various scenarios:
1 min read
Whisper Message
A whisper message is a short message that you hear on your end of the line when a call is connected. It can help you best serve your customers and have context for a call. To…
1 min read
Options within the Dialer
This article will walk through your options while you are on an outbound call through the system.
3 min read
Twilio Error Messages
Twilio is the integrated phone system with the CRM. If you have a Twilio number setup, you can use Twilio to call and send SMS communications to contacts. (If you don’t have…
3 min read
Call Tracking
Call tracking allows you to understand the attribution of where calls are coming from. Whether you sent out an email blast to get calls, or you’re targeting new customers with…
1 min read
How to Use SMS and Phone Number Validation
Your system may have SMS validation enabled, allowing the system to check phone numbers for you at the time of SMS sending. If activated, the system will check Twilio Lookup…
1 min read
Twilio Caller ID Setup
Setting up your Twilio Caller ID is a simple way to ensure you have caller ID enabled for incoming calls. This is done through Twilio specifically, as the third party phone…
1 min read
How To Increase Message Deliverability
One of the best ways to ensure Messaging deliverability is high, is by verifying your toll-free number. Messaging platforms often change the message volumes which can be sent…
2 min read
Inbound Call Routing to the Mobile App
Inbound Call Routing is the process that happens when a prospect calls back the phone number from a text message, or the phone call, that they received from your CRM outbound…
2 min read
Inbound Call Forwarding to the Mobile App
Inbound Call Routing is the process that happens when a prospect calls back the phone number from a text message, or the phone call, that they received from your CRM outbound…
2 min read
Using the Voicemail Feature
Part One: Where To Upload Voicemail Files
1 min read
What Is The Manual Call Event And How To Use It
The Manual Call Event creates a queue so someone logs into the system, they can view a call list and utilize the call function to call through that list.