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Communications

  • What is the Communications Package?
  • How to Place Calls Using the Dialer
  • How to Create a Lead Source With the Communications Package
  • How to Send SMS Messages Using the Communications Package
  • How to Create Leads From Contacts
  • How to Add Notes During Calls
  • What is Shotgun Lead Distribution?
  • How to Edit Lead Information
  • Lead Assignment for End Users
  • How to Access the Activity Log
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