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Lead Communication & Automation
Lead Communication & Automation
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Call and Text Packages
Adding / Removing Call or Text Packages
Call/Text Package Billing and Availability
Call/Text Package Settings
Three Line Dialer Guide
Calling
Availability (Working Hours) for Phone Calls
Blocking Calls
Call Questionnaires
Call Scripts
Calling Leads Best Practices
Compliance
10DLC Best Practices
A2P 10DLC - What It Is & Which Plan to Choose
DNC.com (Contact Center Compliance) Integration
Do Not Contact Settings
How to Register for A2P 10DLC
Email
Email Bounce Optimization
Email Marketing Dashboard
Email Opt-In Status
Email Subscription Status
Email Templates
Lead & Agent Variables
Email and Text Variables
Mass Emails & Texts
Creating Text Codes (Lofty AOS)
Send Mass Emails & Texts
Understanding Your Mass Email Sending Results
Smart Plan
Applying and Tracking Smart Plans on a Lead (Lofty AOS)
Building a Smart Plan from Scratch (Lofty AOS)
Getting Started with Smart Plans (Lofty AOS)
Smart Plan Builder
Smart Plan Enrollments Tab
Tasks and Appointments
Adding a Task (Lofty AOS)
Adding an Appointment (Lofty AOS)
Appointments
Managing Tasks (Lofty AOS)
Navigating the Calendar (Lofty AOS)
Texting
Group Texting
MMS, Image Messaging
Navigating Text Marketing (Lofty AOS)
Text Templates
Texting via Lofty
Virtual Number
Company Number
Follow Up Boss Port In Process
Getting Started with a Virtual Number
Office Virtual Number
Personal Virtual Number
Workspace
Lofty Workspaces
Navigating the Inbox (Lofty AOS)
Setting Up Your Email (Sending Address & Signature) (Lofty AOS)
Using Global Search (Lofty AOS)
