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SMART TIPS
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Hector Montalvo
Jul 6, 2021
How to Merge Duplicate Contacts
The duplicate contact merge will search your contact database by the criteria you select, and then show you a full list of duplicates.
Hector Montalvo
Jul 6, 2021
How to avoid being marked as Spam
It is possible for legitimate businesses to have their numbers flagged in this way. There are ways to help avoid this.
Hector Montalvo
Apr 8, 2021
Add a Tag to your Contact
Tags are a way for you to label your contacts. Tagging allows you to add multiple labels to your contacts.
Hector Montalvo
Apr 6, 2021
Silencing the Ringer
When you make calls using SmartCalls Dialer, you may or may not want to hear the ringing.
Hector Montalvo
Feb 20, 2021
One-Touch Emails
Learn how to save time and prospect exponentially with our one-touch buttons. Multi-task by leaving a voicemail and sending an email at...
Hector Montalvo
Feb 20, 2021
Appointment Email
Create and utilize the SmartCalls Dialer "Appointment Email" feature to send reminders of scheduled appointments to your members. With...
Hector Montalvo
Feb 20, 2021
Add a Contact Email
When adding a new contact, you can easily send them an email using the dialer without creating additional tasks for yourself. You can...
Hector Montalvo
Feb 14, 2021
Completing an Unfinished Call List
Unable to complete your dial session? No problem! With the SmartCalls Dialer, you can pick up your prospecting dial session right where...
Hector Montalvo
Feb 2, 2021
Creating a Search for Today's Birthdays
Personally wishing your member a happy birthday through a phone call allows you to connect with your member cognitively, emotionally, and...
Hector Montalvo
Jan 23, 2021
Creating an Advanced Search
Managing 500-1200+ members can be daunting. It is important to remember the goal is to shrink your opportunity cost by calling and...
Hector Montalvo
Dec 22, 2020
Accessing your Smart Scorecard
The SmartCalls Dialer Scorecard helps hold ourselves accountable so you can dissect your results and easily transfer them over to a sales...
Hector Montalvo
Dec 16, 2020
Accessing your Phone Scripts
Does your prospecting phone script make a strong impression? The SmartCalls proven scripts can easily be accessed on your dialer prior to...
Hector Montalvo
Oct 21, 2019
Creating a Process
A real process of any professional will allow them to genuinely display his or her skills and talents to their market audience allowing the
Hector Montalvo
Aug 19, 2019
Prospect Undefined
Placing yourself in a position to involve your expertise outweighs that of defining a person whom you will engage with.
Hector Montalvo
Jul 23, 2019
Serving vs. Selling
“Whoever wishes to become great among you shall be your servant.” Matthew 20:26 NASB Our inclination should always be to serve vs. sell....
Hector Montalvo
Jul 23, 2019
Staying Focused Through Action Planning
With so much information at our finger tips it can be challenging to remain on pace with scheduled plans. How does one remain...
Hector Montalvo
Jul 23, 2019
Relationships in a Selfish World
How can we create long-lasting and exciting relationships that unveil true selfless love? The cornerstone of any relationship requires...
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