♦ There is no type defined for the track (lead/member/etc) This means that when an appointment is scheduled, all other non-lead-or-member-specific tracks will be canceled. In this case, the only tracks that you have that are non-lead-or-member-specific is the General Long-Term Communications track, however - this track will NOT cancel due to it having [...]
Yes! You can send custom texts as well as follow along with what text have already been sent to the customer!
From your VFP Data Box dashboard, click the Tracks icon: Click the "Create New Track" button: Fill out the highly customizable form to create your new track, including action items and scripting! *Tracks permissions must be enabled after a Tracks Training session.
Not at this time.
No, if there are automatic tracks set up, whoever is adding a lead does not have to manually select a track. Find out more about automatic tracks.