Manual Calls

The "Appointment" section offers a quick overview of both upcoming and previous appointments, allowing you to access detailed information and make adjustments to a contact's booking, even after it's been confirmed. Modifying an Appointment To begin, go to the Smart List under the Contact category. Select the name of the contact whose appointment you wish to modify. After clicking on the contact's name, you'll be directed to the Contact Details page. Here, navigate to the Appointment tab. To make edits, click on the Edit icon. Once you've made the necessary adjustments, click the Save Appointment button to confirm your changes. This completes the process of modifying an appointment in the system.

The "Appointment" section offers a convenient overview of both upcoming and past appointments. Here, you can quickly access important details, including: Date and Time: When the appointment is scheduled. Status: The current status of the appointment. Calendar: The specific calendar where the appointment was booked. Assigned User: The user responsible for the appointment. Manually Setting Up Appointments To manually schedule a new appointment, navigate to the Contacts tab within the Smart List section. Select the contact with whom you'd like to arrange an appointment. Appointment Panel Features Clicking on the contact's name will take you to the contact's detailed information page. From there, proceed to the Appointment tab. To begin scheduling, click the Add button. Selecting a Calendar Start by choosing the calendar where you'd like to schedule the appointment. Appointment Title You have the option to name the appointment. If you leave this field blank, the system will use the default title specified in the calendar settings. To modify titles for individual calendars, update the settings in your CRM. Adding a Description Provide a brief description of the appointment. This helps others quickly understand the purpose of the meeting. Assigning a Team Member Select the team member you wish to assign to this appointment. Day & Time Configuration Contact's Time Zone: Make sure to accurately enter the contact's time zone. Follow-up communications will be sent according to this time zone. Choosing a Day: Select the day for the appointment. Days that are unavailable will not be shown. You can set your available days in the CRM and each calendar. Selecting a Time Slot: Only available time slots on the selected day will be displayed. Choose the time that works best. Setting the Meeting Location You can specify a custom location for the meeting. If you leave this field blank, the default location from the calendar will be used. To customize locations for individual calendars, update your CRM settings. Appointment Status Set the status of the appointment as either confirmed or unconfirmed. These statuses can be leveraged for automated follow-ups in your CRM. Preview and Finalize Before booking, you can preview the appointment details, including the contact's name, the scheduled date and time, and the time zone. When everything is ready, click the Book Appointment button to confirm.

The "Appointments" section offers a quick overview of both upcoming and past appointments, displaying essential details such as: The appointment's date and time The current status of the appointment The calendar on which the appointment was scheduled The user assigned to the appointment Steps to Remove an Appointment Access the Smart List: Go to the "Smart List" found within the "Contact" category. Locate and click on the name of the contact whose appointment you wish to remove. View Appointment Details: After clicking the contact’s name, you will be directed to their "Contact Details" page. From here, navigate to the "Appointment" tab. Delete the Appointment: Look for the delete icon resembling a trash bin. Click this icon to initiate the deletion process and confirm when prompted. Confirmation: After deleting, the appointment's status will automatically update to "Cancelled."

When preparing to import contacts that share similar details, it's vital to configure your CRM settings to accommodate duplicates in specific fields while ensuring unique identification in others. Accessing and Configuring Settings Start by navigating to the 'Settings' section within your CRM. This will take you to the 'Business Profile' area. From here, scroll down to locate the 'Contact Deduplication Preferences.' Enabling Duplicate Entries Find and enable the settings labeled 'Allow Duplicate Contact' and 'Allow Duplicate Opportunity.' By activating these options, the system is set to accept multiple entries with the same email addresses or phone numbers. Importing Contacts with Overlapping Information With the settings configured, proceed with importing your contacts, ensuring each entry is uniquely identifiable even if some information overlaps. Starting the Import Process To begin, access the 'Contact Import' section in your CRM. Click on 'Import Contact' and select the file that contains your contact data. After choosing the file, click 'Open' and then proceed with 'Next.' Configuring Advanced Import Settings For more detailed import options, click on 'Advanced.' Ensure you choose 'Add New Contact Records.' This setting focuses on adding new entries without altering any that already exist. Crucially, under 'Skip Existing Contacts Based On,' select 'None.' This tells the CRM to bypass its default behavior of identifying duplicates by email, allowing it to create new records for contacts with shared details. Completing the Import Finally, click 'Submit' to initiate the import process. Once the process completes, refresh the page to view the newly added contacts, ensuring that all individuals with shared contact details are uniquely listed. Example Scenario For instance, suppose you're managing a family's account where two members, Margaret and Javier Ramos, share an email and phone number but require separate records. By following these steps, you can successfully create distinct entries for both Margaret and Javier Ramos. After the import, you’ll see two separate records for Margaret and Javier Ramos, each recognized as a unique contact within the CRM. Troubleshooting and FAQs What if I accidentally create duplicates? Your CRM includes tools for merging duplicate contacts, allowing you to consolidate data and maintain clean records. Can I undo an import if I make a mistake? While reversing an import isn't typically possible, you can delete incorrect entries and re-import the correct data.

The manual call feature within your platform serves as an essential tool, enabling you to organize and queue contacts that need to be contacted by phone. Accessing Manual Calls in Conversations To get started, navigate to the "Conversations" section from the left-hand menu. From there, select the "Manual Actions" tab located in the top menu. Viewing and Managing Existing Manual Actions In this section, you can review all previously created manual actions. These actions can be organized by workflows or by the assigned user. If no manual actions have been set up yet, you will need to create one. Setting Up Manual Actions in Workflows Manual actions are established within workflows. To begin, select "Automation" from the left menu. Once you're in the Automation section, click "Workflows" at the top of the screen, then choose "Start from Scratch" in the main view, and finally click the "Create New Workflow" button at the upper right corner. Configuring Actions in a Workflow Within the workflow, you can add an action. Click "Add an action" and search for manual actions. There are two types available: Manual Calls Manual SMS For this guide, we will focus on setting up a manual call action. Once selected, publish the workflow and save your changes. Adding Contacts for a Manual Call Next, you need to add contacts to the manual call action. Go to the "Contacts" section from the left menu. Here, you can select one or multiple contacts by checking the box next to each contact's name. For demonstration purposes, we will select a single contact. After selecting your contacts, click on the "Add to Workflow" icon as shown below. In the pop-up window that appears, click the "Ok, proceed" button. This action will open a list of all your manual actions. From here, choose the manual action workflow you have just created. Methods for Adding Contacts to a Workflow There are three methods to add contacts to your workflow: Add all contacts immediately. Schedule contacts to be added at a specific time. Add contacts in drip mode. After selecting your preferred option, click "Add to Campaign/Workflow." Next, navigate back to "Conversations" in the left menu, then click "Manual Actions." Here, you will see the manual action you added for the selected contact within your workflow. You can also confirm that the manual action is assigned to a specific user, ensuring it appears on their dashboard for timely follow-up. Initiating a Manual Call Action To begin the manual call action, simply click "Let’s Start." This will take you directly to the contact's page and automatically initiate the call. You can view call details by clicking the dialer dropdown at the top right of the contact's page. Handling Multiple Contacts If there are multiple contacts queued, the system will automatically dial the next contact as soon as the previous call is completed. Setting up a manual call action is an efficient way to automate your calling tasks, making your workflow more streamlined and effective.