Posts by admin:
Proposals – Templates and Constants
Posted on: 26 Sep 2024
The Templates and Constants feature in Proposals allows for predefined values and calculations to be built into proposal templates. These constants can streamline calculations and ensure consistency across proposals. They can be shared across subaccounts within an account tree, ensuring consistency while allowing local modifications. Constant Concepts Proposal Line Item Use Concepts Using Constants in […]
Carrying Proposal Start & End Dates to Work Orders
Posted on: 26 Sep 2024
This feature allows you to automatically carry the start and end dates from a proposal to its associated work order, ensuring consistency and reducing the need for duplicate data entry. Enabling the Feature Proposal Dates in Work Orders Benefits of Date Synchronization
Using Tags as a Trigger Condition
Posted on: 26 Sep 2024
In this feature, you can create or edit triggers based on specific tags. This enables automatic actions such as sending emails, text messages, or initiating action plans when certain tag conditions are met. Creating a Tag-Based Trigger Trigger Action (Then Section) Additional Options This functionality allows you to automate workflows by setting triggers based on […]
Setting Tags in Action Steps
Posted on: 26 Sep 2024
The Tags feature in Action Steps allows you to automatically apply or remove tags to/from contacts as part of an action plan. Tags are useful for categorizing contacts and triggering other automated actions based on their assigned tags. Configuring the Tag Action Timing of the Tag Action Adding and Removing Tags Finalizing the Tag Action
History Notes Filter and Search
Posted on: 26 Sep 2024
The History Notes section allows you to review interactions and changes associated with a contact. This feature includes filtering and searching tools to help you navigate through the contact’s history effectively. Filter by Types Search by Title Additional Information This combination of filtering and searching makes it easy to find important details in a contact’s […]
How to Get a Phone Number to Use for Texting and Calls in Client Tether -Submit Telephony Registration, Brand and Campaign – US Instructions
Posted on: 18 Sep 2024
Read these instructions thoroughly before starting. We want to help you avoid unnecessary delays. Approval can take anywhere from a few days to several weeks. It is best to start immediately. 1. Go to Hello (Name)! > Settings and find Telephony in the gray list on the left hand side. (these are in alphabetical order) […]
How to Connect Leads to ClientTether
Posted on: 09 Sep 2024
There are multiple ways to connect leads to ClientTether. Work with your lead provider to select the best fit. API Details look like this: Highlight all the text as shown below, then copy and paste, and send it to your lead provider along with this link to our documentation: https://support.clienttether.com/api-document/clienttether-api-2-0-doc/ Ask your Client Success Partner […]
Preparing for New Lead Generation Requirements (Jan 2025)
Posted on: 29 Aug 2024
As of January 2025, the FCC’s new lead generation requirements will mandate significant changes in how businesses handle consumer consent. The key update is the requirement for express written consent on a seller-by-seller basis, ensuring that each interaction is directly linked to the consumer’s specific inquiry. This move away from batch consents underscores the importance […]
How to change how your business name appears on caller ID
Posted on: 04 Aug 2024
Hello > Settings > Telephony > CNAM Register The CNAM Registration field is limited to sixteen characters. Put in your business name and click Update.You must have a Twilio phone number and A2P registration must be complete and approved – the CNAM tab will not appear before you have met these requirements.
Operations Settings
Posted on: 04 Aug 2024
At the top of this page you can set operation hours – which sets the times that automated texts and emails can occur. Immediate texts and emails will always go out immediately, but delayed texts and emails and automated calls will only occur in your hours of operation. Be sure to set your time zone […]