How To Reassign A Contact (Lead) To A Different User (& change the "reply to" phone number and email address)
You can reassign Contacts (your leads) to different users in the system. Note that doing this has various implications related to your Conversations. Watch this video to understand how to reassign Contacts and what you need to know about how that changes your Conversations.
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How To Respond Via Text & Email
You can send SMS/Text messages as well as emails through your system. As long as that Contact has a phone and/or email address, you will have the options to communicate with them. TEXTING: To send a text, simply choose "SMS" (instead of email), type ...
How To Change Who Communications Come From (when you have multiple team members)
You can change who communications come from when you call, text, and email Contacts. This video show you how by reassigning the User. Note that, if you have a need for this, there is probably something bigger at play that we should discuss. Contact ...
How To Easily Access A Contact Record From A Conversation
From Conversations, you can easily see a Contact's highlights (like name, phone, and email) as well as click to go directly to their full contact record.
How To Add & Change Email Signature, Password, Account Settings, Etc.
Here's how to add/change/modify everything related to your account settings and profile information.
How To Use The Powerful Built-In Phone Dialer
Another Superpower of the Likeable Agent system is the built-in phone dialer. With this powerful tool, you can call your Contacts as well as automatically keep track of all your call reporting statistics. See Also: In the video below, see how ...