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Phone Number Masking and Setup in CRM
How to purchase a secondary number through the CRM system, verify your personal number, and configure outbound calls so that clients see your regular number.
Email Newsletter Campaign Setup and Sending
Adam worked through the process of setting up, selecting recipients, and sending a newsletter campaign using the CRM. The team also discussed best practices for sending large email campaigns, including batching, scheduling, and avoiding spam filters, with calculations for optimal batch sizes and timing to maximize deliverability and engagement.
Uploading Contacts in CRM
Step-by-step walkthrough for the team on how to import contacts from an Excel file into the CRM, including file preparation, field mapping, and upload verification, and explained that CSRs like Journey are available to assist if needed.
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