Login – https://virtualsalesforce.com/wp-content/uploads/2020/01/login-and-record-access.mp4
Duplicate Records – https://virtualsalesforce.com/wp-content/uploads/2020/01/Duplicate-record-or-add-new-record.mp4
Record Suppression – https://virtualsalesforce.com/wp-content/uploads/2020/01/record-suppresion.mp4
Setting an Appointment –https://virtualsalesforce.com/wp-content/uploads/2020/01/Setting-an-appointment.mp4
Assign an appointment to a sales rep – https://virtualsalesforce.com/wp-content/uploads/2020/01/Assignappt_to_a_rep.mp4
Sending Emails – https://virtualsalesforce.com/wp-content/uploads/2020/01/sending-emails.mp4
Adding record to a drip email “Nurturing” campaign – https://virtualsalesforce.com/wp-content/uploads/2020/01/Assign-Drip-Emails2.mp4
Live Confirmation Process – https://virtualsalesforce.com/wp-content/uploads/2020/01/Live-Confirmation-Process.mp4
Background Suppression (UCFS) – https://virtualsalesforce.com/wp-content/uploads/2020/01/background-suppression.mp4
Call back on a record already dispositioned as a call back – https://virtualsalesforce.com/wp-content/uploads/2020/01/call-back-callback.mp4
Turning off post-appointment reminders – https://virtualsalesforce.com/wp-content/uploads/2020/01/Turningoffpostappointmentreminders.mp4
Import from an Excel – https://virtualsalesforce.com/wp-content/uploads/2020/01/Import.mp4
Setting up a User Defined Field (UDF) – https://virtualsalesforce.com/wp-content/uploads/2020/01/UDF.mp4
Assigning records in Bulk – https://virtualsalesforce.live-website.com/wp-content/uploads/2021/04/Assigning-records-in-bulk.mp4
Producing Total Records report using date range – https://virtualsalesforce.live-website.com/wp-content/uploads/2021/04/Export-Total-Records-for-a-campaign-by-Date-Range.mp4
MailJet – https://virtualsalesforce.live-website.com/wp-content/uploads/2020/02/MailJet-Video1.mp4
Batch Email queue release link
iCal Response logic
iCal response text put into system notes
Client list below – allow another 5-7 hours to complete?
“Remove Assignment” drop down change to “Change Assignment”
Create path to get from UDF select screen in sales campaign to create new UDF in admin UDF screen
Make notes field a mandatory field? Ask LGI if they want the dial attempts field to be mandatory if already populated.
When copying campaigns can we display in a checklist all users with access to the older (copied) campaign and allow the admin to de-select users?
Part 1 Global emails file attachments are not working – I can attach a file but when I preview in the campaign there is no attachment. Having to attach files in campaign and they are not shown so when I copy a campaign I can easily be sending the wrong attachment
Part 2 Ability to copy global email. Currently can only create a new email.
forward firstname.lastname@example.org to 2 other email addresses. Currently it’s forwarding only to email@example.com. I would like to add tdawson@ClientFinders.com and firstname.lastname@example.org.
File Permissions to replace start up logo- Permissions to change start menu logo – https://virtualsalesforce.com/wp-content/uploads/2020/03/Permissions-to-change-start-menu-logo.mp4
Import – filename not showing CSV file location (www.eleadgenerators.com/usr/local/vsf/csv-import) to get here open www.eleadgenerators.com for Mark Golden login, using FTP, select filename-eleadgenerators, HTDOCS, VSF Console, above choose vsf (there is a subdirectory csv-import) drag .csv file into this filename, must refresh the import by backing out of the import screen and going back in to see the file name, – https://virtualsalesforce.com/wp-content/uploads/2020/01/Import.mp4
Bird Dog email supposed to be firing off every day after appointment was supposed to complete. http://www.eleadgenerators.com/vsfconsole/index.php/other/globalemail_edit/7010006
Dedupe after checking off records can EITHER add notes OR change call dispositions. Can we do both at the same time?