You are invited to a join.me online overview of AllClients with Co-Founder and CEO, Jeff Shamus.
Jeff will take you through AllClients to help you get started or get re-started!
He will show you how to work with your Contact Groups and how to access AllClients on your mobile device.
Then you will have an opportunity to ask your specific questions.
The meeting is Tuesday, October 3rd at 10:00 am Pacific Time.
Join the meeting: https://join.me/allclients
On a computer, use any browser. Nothing to download.
On a phone or tablet, launch the join.me app and enter meeting code: allclients
Join the audio conference:
Dial a phone number and enter access code.
Phone in: 415-655-0381
Access Code: 605-737-463#
We look forward to seeing you online!
Funnel Blueprints can be found in Action Sets, Autoresponders, Landing Pages and To-Do Plans. Check them out:
You may edit from the Funnel Blueprint page and you will find breadcrumb links at the top of the page to help you get back to where you want in the clicking process.
We’ve added new functionality to the Duplicate Contact Report. You can now add a contact from the Duplicate Contact Report to ClientTouch. This will allow you to export a copy of the duplicates, or print a list, before you delete them.
Click the ClientTouch icon to add them to ClientTouch. When the ClientTouch icon is green, the contact is included in your ClientTouch workgroup.
For more tips on working with duplicate contacts, watch our How do I … Handle Duplicate Contacts video.
We’ve added the option to include your own phone labels on phone numbers in the import process.
Learn more about what that means and how to use this option on your next import by reviewing this Knowledge Base Article.
Here is what your spreadsheet to import will look like:
Periodically you will want to check your database for duplicates. Go to Reports, click on the Duplicate Contacts Report. Select how you want to look for duplicates.
Once you see the duplicates, use the new delete icon on the right of the page to clean your database quickly.
Use folders to help you find things quickly from your libraries.
You can use folders to organize your Landing Pages, Letter Templates, To-Do Plans, Autoresponders and more. Watch this video to learn how easy it is.
If you haven’t yet done it, adjust the colors of your AllClients account.
Click Here to customize your account. Or, login into your account, go to Settings, then Account Settings. Click the Customize Tab. Select your preferred color.
Click Here for more information.
You may now trigger Intelligent Actions within VoiceTouch. When editing or adding extensions, you are able to set up Actions that are associated with that Extension.
When a caller selects an extension, you can create a new contact if one doesn’t already exist with the same phone number, assign a Flag or run an Action Set.
Click to learn more about Triggering Intelligent Actions in VoiceTouch.
Action Sets are a great way to automate your workflow. They now include the option of a single To-Do.
If you aren’t using Action Sets yet, watch this video to learn more.
Use Action Sets with your Deal Stages to add structure and consistency into your workflow. This new feature will let you automate more of your transaction activities, it’s like magic!
Learn more by watching this short video: