What is SimplyCast CRM?...interactions with the customer, as well as add account notes and more. There are features added to SimplyCast360 as well that will be explained in detail in the technical manual. How does this benefit...CRM FAQs
How do you view a SimplyCast 360 report?...the row in the table for that particular campaign. The blue View Report button on top of the SimplyCast360 campaign list will become active and able to be clicked on once you have chosen a campaign...SimplyCast 360 FAQs
Does SimplyCast have a tool for SMS campaigns?...merge tags to make your messages more specific to the individual recipient. And, you can use SimplyCast360 in conjunction with the SMS tool to send contacts specific messages depending on if they meet...SMS FAQs
How do I get started with SimplyCast 360?1. Log into your SimplyCast account. 2. Click the grey "SimplyCast360" option under the Automation tab in the navigation bar. 3. Select the green Create Campaign button. 4. Enter a project name in...SimplyCast 360 FAQs
How do pipelines work?...the answer! Pipelines are a tool that can be used to organize contacts in various stages of a SimplyCast360 campaign so representatives can easily determine who needs what in terms of engagement and...CRM FAQs
How do you filter SimplyCast 360 reports?1. Find the gray Filter button located at the top right-hand side of your screen in the main SimplyCast360 Reporting page, directly above the list of campaigns, beside the search bar. 2. Click the Filter...Reporting FAQs