Search found 15 matches
- Wed Mar 08, 2017 5:16 pm
- Forum: Help / How to use AllProWebTools
- Topic: Sort by last name
- Replies: 4
- Views: 3124
Re: Sort by last name
Ah thank you, I did not see the "more" option at the top. That solves that issue.
- Wed Mar 08, 2017 11:54 am
- Forum: Help / How to use AllProWebTools
- Topic: Sort by last name
- Replies: 4
- Views: 3124
Re: Sort by last name
I have added a contact "Mathew Wiggins" and when searching only "Wiggins" in the search bar, his contact info does not show up.
When typing "Mathew" his contact info appears.
When typing "Mathew" his contact info appears.
- Tue Mar 07, 2017 5:00 pm
- Forum: Help / How to use AllProWebTools
- Topic: Sort by last name
- Replies: 4
- Views: 3124
Sort by last name
Similar problem with sorting by custom fields, when I search a contacts last name they do not show up in the search bar, only if searching by first name. Am I doing something incorrectly?
- Tue Mar 07, 2017 3:04 pm
- Forum: Help / How to use AllProWebTools
- Topic: Search by field
- Replies: 4
- Views: 3221
Re: Search by field
It looks like it is working fine now! Thanks for the fix!
- Tue Mar 07, 2017 1:26 pm
- Forum: Help / How to use AllProWebTools
- Topic: Search by field
- Replies: 4
- Views: 3221
Re: Search by field
I have created a custom field labeled "districts" to indicate which district the school is in (our clients are schools). So the company name is the school itself. When I attempted to search the districts names, the contact does not show up. E.g. Contact name: Test, Company name: the test company, Cu...
- Mon Mar 06, 2017 5:47 pm
- Forum: Help / How to use AllProWebTools
- Topic: Search by field
- Replies: 4
- Views: 3221
Search by field
I am wondering if it is possible to search through contacts via a custom field. Currently, I have a custom field and when I search for contacts with that custom field I cannot find them.
- Mon Mar 06, 2017 5:45 pm
- Forum: Help / How to use AllProWebTools
- Topic: Gmail inbox integration
- Replies: 5
- Views: 3320
Re: Gmail inbox integration
That makes sense, but I do not think I phrased my question correctly. The idea would be once an email is sent from a contact in AllProWebTools, to have that sent email show up or auto populate in the reps personal gmail account (which is the sending account from AllProWebTools). If it is not possibl...
- Mon Mar 06, 2017 1:12 pm
- Forum: Help / How to use AllProWebTools
- Topic: Gmail inbox integration
- Replies: 5
- Views: 3320
Gmail inbox integration
I was wondering, since google calendars can be integrated into the allprowebtools workflow, I was wondering if the same could be done with gmail integration. The problem is this, two of our sales reps are fairly on the go and they would like to have emails that are sent out of the AllProWebTools sys...
- Mon Mar 06, 2017 1:08 pm
- Forum: Help / How to use AllProWebTools
- Topic: Delete contacts in bulk
- Replies: 2
- Views: 2282
Re: Delete contacts in bulk
Great thank you so much!
- Mon Mar 06, 2017 11:56 am
- Forum: Help / How to use AllProWebTools
- Topic: Delete contacts in bulk
- Replies: 2
- Views: 2282
Delete contacts in bulk
I am wondering if there is a simple way to delete a large list of contacts. Currently, I have roughly 1000 total contacts that need to be removed from our lead pool. I have noticed I can delete a single contact under the specific contact settings. Is there a way to upload the list of 1000 contacts w...
- Thu Feb 23, 2017 2:19 pm
- Forum: Suggestions / Feature Requests
- Topic: tag removal
- Replies: 3
- Views: 3447
tag removal
I would like to remove several tags that have made it into the tag manager. What is the best process to do this?
- Mon Feb 20, 2017 9:44 am
- Forum: Suggestions / Feature Requests
- Topic: Open / unopen auto tag
- Replies: 7
- Views: 4489
Open / unopen auto tag
It would be incredibly beneficial to be able to immediately tag contacts 'open' and 'unopen' depending on they opened their email or not. Even simply being able to download the open list and re-upload it to have the correct tag. Recently sent a large email campaign and it is very tedious to search t...
- Wed Feb 08, 2017 12:41 pm
- Forum: Report a Bug
- Topic: FaceTime Interference on Mac
- Replies: 1
- Views: 2143
FaceTime Interference on Mac
I am attempting to use Google Voice to make calls from AllProWebTools. The G-Voice extension in Chrome is set up to make calls directly out of AllProWebTools, however FaceTime attempts to open everytime I click on a phone number, no option to use google voice instead. In FaceTime options/preferences...
- Tue Feb 07, 2017 4:27 pm
- Forum: Help / How to use AllProWebTools
- Topic: Call Integration
- Replies: 2
- Views: 2664
Re: Call Integration
Thanks for the response and clarification, Dave. That solves our problem.
- Tue Feb 07, 2017 12:50 pm
- Forum: Help / How to use AllProWebTools
- Topic: Call Integration
- Replies: 2
- Views: 2664
Call Integration
What sort of call integrations can we use with AllProWebTools. At our last CRM we had used Twilio and still have a subscription for it, so I am wondering if it would be possible to integrate with them? Or is there another service you would recommend? Preferably one that can dial directly out of the ...