July 5 – Q&A

July 05, 2023 Q&A Notes

  1. Pipeline and Campaign filters not showing all the leads under specific sub-statuses (e.g., Late Contacting, Next Contact Needed)
    • It takes time to load especially if there is more data, but you should be able to see all the leads in Pipeline.
  2. Closed deals are being transferred to a new account user if the old user/sales rep is no longer with the team.
    • This is a feature request and has been submitted to the Development team.
  3. Contacts – add a column that includes the company name.
    • Dev team is already working on implementing this feature, which will be available soon.
  4. Porting numbers and compliance issues with smrtPhone.
  5. Recordings are not available on mobile phones. The play button is grayed out in Safari or Mobile browsers.
    • Recordings can be played on mobile phones via mobile browsers. It’s also best to check recordings from the website in your PC or if you have the smrtPhone/CalRail app downloaded.
  6. Add contact to a follow-up sequence even if it doesn’t have a lead yet.
    • Workaround provided: temporarily add the contact to a dummy lead.

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!