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  1. Learn Big Purple Dot
  2. BPD CRM (for Users)
  3. Contacts

Contacts

  • Create a Saved Filter for use with the Power Dialer
  • Email Unsubscribes: How to Opt-Out Contacts
  • How to create and add Roles to Outside Partners
  • How to Opt Out contacts from Text/SMS
  • Search Filter
  • Creating a Contact
  • Editing a Contact
  • Quickview
  • Adding a Status Tag
  • How to Call a Lead?
  • Sending a Text Message
  • Sending an Email
  • Email Blasting
  • Add Quick Notes
  • Text Blasting
  • Add an Outside Partner
  • Call Dialer
  • Transferring a Live Call via the Softphone
  • Exporting Leads
Learn Big Purple Dot
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