by webgeeks | Sep 19, 2023 | Analytics and Attributions, Business management, Contacts SL, Web Geeks Support Library
How Understanding Your Customers Can Help Your Business This video talks about a feature in our contacts area, to see an overview of the contacts area see the following video Here Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Having customers...
by webgeeks | Sep 19, 2023 | Business management, Contacts SL, Web Geeks Support Library
Setting An Appointment With A Contact From The Contacts Area In this video Allie mentions integrating your calendar into our marketing platform to see the accompanying video click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Running a...
by webgeeks | Sep 15, 2023 | Business management, Contacts SL, Web Geeks Support Library
The Benefits Of Using The Tasks And Notes Features Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Every job requires tasks. Some we do for our boss, others we do for our clients. No matter who we do them for, it’s a good idea to keep a...
by webgeeks | Sep 14, 2023 | Business management, Contacts SL, Web Geeks Support Library
Separating Customer From Company Contacts In this video Allie links a contact that is already in the system to a company. To find out how to add a contact click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. In business, we don’t...
by webgeeks | Sep 13, 2023 | Business management, Contacts SL, Web Geeks Support Library
Keeping All Of Your Contacts In One Place Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. We all have a place to keep contact information, some people use physical address books, and some people store them on their phones or online. However, if...
by webgeeks | Sep 13, 2023 | Business management, Contacts SL, Conversations SL, Web Geeks Support Library
How to Use Your Messaging Hub In this video, Allie sends a message to a contact already in the system. You can learn more about contacts Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Communication is an essential part of any functioning...
