In this video, I walk you through the process of setting up workflows and managing contacts in our system. You will learn how to create templates, customize fields, and set up phone numbers for call forwarding. Additionally, I demonstrate how to create automated follow-up workflows and efficiently manage your contacts. This video provides detailed, step-by-step instructions and important tips for optimizing your workflow management.
Chapters
00:00 Introduction
01:04 Editing Templates
04:25 Adding and Configuring Phone Numbers
09:02 Creating Users
04:16 Customizing fields
12:51 Single Line Dialer Cold Calling Workflow
15:08 Email Workflow
15:33 Follow Up Workflow (template based)
16:14 Configuring Initial Workflows
16:25 Assigning users to Ben/Jen/Sarah
17:35 Adjusting drip mode (this process can be repeated for any daily or min drip in any workflow)
20:36 Updating Bot Override Message Box
24:03 Initial workflow drip location
24:10 Assigning user to the "Initial Workflow"
25:54 Uploading your list
30:26 Conversation window
31:36 Contact Conversation View
32:24 Contact Folder
33:55 General Folder
34:04 Dispositions Folder
35:49 OfferBot Folder
35:52 Bot Follow Up Folder
36:21 Property Info Folder
37:06 Under Contract Folder
38:53 Cash Buyer Folder
39:28 JV Partner Info
39:49 JV Under Contract
40:30 Opportunities/Pipelines
48:58 Calendar Availability Setup