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Can we import our current VOIP # into Radius?

@0:00 Overview @0:23 Necessary Set Up to Enable SOA/ACA Consent Forms @2:07 Add Appointment Scheduler with SOA @6:14 Set Up Generate SOA on a Single User plan @6:43 See how the person will book the appointment & sign the SOA @8:20 Mulit-User plans and AMS plan options set up of Generate ACA @8:46 Create Appointment Scheduler with SOA (selecting the agent) and ACA Consent @10:00 Have agents add their calendar link into their profile @10:20 Check out how the calendar links can be added into email templates @11:11 Edit Task & Reminder Categories @12:00 Add Appointment Reminders

Great video, thanks Danielle.

Need spoofing dailer im reseller

I need Dailer

I need dailer

🤩 P r o m o S M

Please mute everyone next time...

Whatever you do, don't use lead 2 client. The software is just too buggy and after 4 months I had to cancel my subscription for the second time. They dont keep their promises either. Horrible experience and total loss for me. Good luck to all. CRM's are mission critical for us agents, so choose wisely

So excited!!!

Can I sort leads by address. Like closest to me?

which company owns this software

Running a business is hard. There are tools that make it easier. Such a tool is the CRM program. I myself in my company use Firmao software. This program makes it easy for me to manage my company. It makes it easier for me to connect with clients and that's the most important thing. I can honestly recommend it. They even have their own website, so you can check them out

The online Firmao CRM program we offer is a friendly and functional system for company management. It has been equipped with modules enabling the control of sales opportunities and activities related to sales. Our offer includes an online CRM system and an online ERP system that allows you to automate many business processes. Use and enjoy all the functionalities.

This software is amazing

I have entered commission and then it just dissapears. I actually run a report all the commision dates and amount are entered then I will go the next month to enter the new commissions and its all gone.......All that work for nothing I do not recommend this software

Works FABULOUSLY! Thanks a bunch!

Great Work!

Yo! Your platform is indispensable for those that know how to use it. I would love to talk to yall about my experience next year using your platform

This is awesome. Had no idea you guys were into Racing. I competed in this, didn't make the top 40 to move on but it was fun!

2:30 Skip to Ways to Dial: Manual, Call Queues, Lists & Saved Reports

4:39 Skip to 3 way calling & transfers

5:10 Client & Lead File Call Logs & Recordings

5:33 Skip to Call Logs

Do I have to manually put in my mailer leads

I think this is great but I am having a hard time staying focus and I have to do 4 more

Danielle, this is a great tool! I was testing it for myself. When I opened up my email, it kept on saying waiting for presenter. I was never able to get to screen share on my end thru my personal email. Does the sharer need to be the owner of the program?

Looking forward to workout for solution, let me know when can we talk on vikas(@)gventure(.)net

Super!! Keep up the great work. I recommend checking out smzeus . c o m. It’s the fastest way to grow your channel!

0:00 Intro & Custom Reports

1:26 Status Reports

2:06 Policy Reports

2:21 Call Logs

2:56 Revenue Reports

4:06 Saved Reports

4:19 shows a more complicated spreadsheet import

0:00 starts the simple import process overview

11:55 Review of how those settings appear in your lead/client files.

10:20 How to Create Analytics Tables (Super Powered Custom Fields that allow for reporting, automated workflows and more)

9:40 How to Add Company Fields & Custom Dates

8:57 How to use Headers to organize custom tabs

7:57 How to Create Custom Tabs

0:06 Overview of features and where they show up in the lead/client file

2:58 How To Create Coverage Types & Custom Data Fields

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Can you guys change the tier year process. When you put in an amount when creating the product it auto puts it in when creating a client. Can we change it so it doesn't auto put it in