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Workflows for reps and managers: calling, contacts, queues.
Purchase Contacts
- What is Purchase Contacts?
- Purchase Credits for Purchasing Contacts
- Purchase Contacts FAQ
- How To Purchase Contacts
- Feature Focus: Purchase Contacts
- Enable Purchase Contacts Section
Contact Management
- Viewing the Contact History of a Contact
- Updating an Existing Contact's Information
- Update Contacts Using a Contact Management Query
- Unsubscribe and Resubscribe a Contact
- Understanding Call Flags and Closed Flags
- Release Contacts
Caller Workflow
- Using the Vanillasoft Mobile App
- Setting Up Agent-Driven SMS Nurture in Vanillasoft
- Setting Up Agent-Driven Email Nurture in Vanillasoft
- What is Vanillasoft Auto Dialing?
- Understanding Result Actions
- Troubleshooting VanillaSoft Connectivity Issues
Appointment Setting & Calendar
- VanillaSoft Calendar Default Colors
- Synchronize VanillaSoft Calendar with Google or Outlook 365
- Send Appointment Email Notification to Contacts
- Send Appointment Email Notification to Agents
- Managing External Agents in VanillaSoft
- How to Set Up Proximity for Appointment Setting Calendars