FAQ

Frequently Asked Questions

How do I add resources to my mobile app?
 You may have a certain number of Resources on your mobile App and a different number on the web.  Many resources are set to show by...
Fri, Nov 18, 2016 at 4:19 PM
Web: What do different Email or Contact status mean?
There is a difference between status of emails sent to contacts and for the status of Contacts.   Contacts can be:   Blank = Contact does...
Thu, Jun 29, 2017 at 2:06 PM
How do I add Campaigns to my mobile app?
 You may have a certain number of Campaigns on your mobile App and a different number on the web.  Some Campaigns are set to show by defa...
Fri, Nov 18, 2016 at 4:29 PM
How to edit contacts and see if notes are added
They may be small things, but saving a step when you’re busy can feel like a big thing. We hope you like it: More Direct Contact… Now, when y...
Thu, Apr 6, 2017 at 9:38 AM
Email Validation Feature
We continuously work on keeping our delivery rates above 98% and higher.  To help with that goal, we have added an email validation feature. We u...
Fri, Nov 18, 2016 at 4:13 PM
How Do I Export My Contact List
 If you want to export or back up your contact list, here's how to do it. It is available from the web only: Log into your ac...
Tue, Nov 15, 2016 at 7:38 PM
How to add Contacts and assign a Campaign on the App?
Log into your account. Click on a  add a contact icon sign on the top right corner.  Fill out the con...
Wed, Nov 2, 2016 at 12:33 PM
Video Analytics
Users are enjoying the video analytics as a way to better understand their prospects’ behavior and interest level.  It is now available on the newest ve...
Tue, Dec 27, 2016 at 8:59 AM
SPAM Complaints and Warnings
When a contact reports an email as spam via an email client, then the system will no longer deliver emails to that address and contact is marked...
Wed, Dec 7, 2016 at 8:15 AM
Can I add a contact if another associate has added it to the system?
Yes, you can add the contact even if their email is already present in the system. There are few things to note regarding assig...
Fri, Nov 18, 2016 at 4:01 PM