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  3. Lead Communication & Automation

Lead Communication & Automation

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Call and Text Packages

  • Adding / Removing Call or Text Packages
  • Billing, Usage, and Availability for Call/Text Packages
  • Call/Text Package Settings
  • Enterprise Call/Text Packages
  • Three Line Dialer Guide

Calling

  • Availability (Working Hours) for Phone Calls
  • Call List (Standard)
  • Call Questionnaires
  • Call Scripts
  • Calling Leads Best Practices

Compliance

  • A2P 10DLC Guide
  • DNC.com (Contact Center Compliance) Integration
  • Do Not Contact Settings
  • How to Register for A2P 10DLC
  • Text Subscription Message and Permission to Contact

Email

  • Email Opt-In Status
  • Email Subscription Status
  • Email Templates
  • How to Add a Video to Emails
  • How to Add a YouTube Video to Emails

Lead & Agent Variables

  • Email and Text Variables

Mass Emails & Texts

  • Send Mass Emails & Texts

Smart Plan

  • Managing Smart Plans
  • Smart Plans FAQs
  • Zapier Zaps + Smart Plans

Tasks and Appointments

  • Appointments
  • Lofty Calendar
  • Task Management

Texting

  • MMS, Image Messaging
  • Text Templates
  • Texting via Lofty

Virtual Number

  • Company Number
  • Getting Started with a Virtual Number
  • Personal Virtual Number
  • Port In Number(s) to Lofty
  • Port Out Number(s) from Lofty

Workspace

  • Lofty Workspaces

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