I am an admin for my company and a lot of my agents don’t like the automatic texts and emails. Is there a way to still have them show up as a task but not automatically send? Do I need to create copies of smart campaigns and just make everything a task, so they see it as a template to follow and mass email themselves?
I am an admin for my company and a lot of my agents don’t like the automatic texts and emails. Is there a way to still have them show up as a task but not automatically send? Do I need to create copies of smart campaigns and just make everything a task, so they see it as a template to follow and mass email themselves?
Great content, thank you for recording and making us feel more comfortable with the CRM.
Hall Linda Clark Shirley Johnson David