Import to SwiftCloud Note: the same process applies for importing CRM Data. In this video we import CSV (Comma Separated Values), however, we encourage you to use TSV (Tab Separated Values) as it is more reliable (because addresses sometimes contain…
SwiftCloud Support
Sales Lead Incubator Campaign
Sales Lead Incubator Campaigns Campaigns can contain any mix of the following events, each with any kind of delay – 7 minutes, 7 months, whatever you need…: Messages >> Email Messages >> Print + Mail (with Mail Merge!) Messages >>…
Opportunity Details Page Help
CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might…
Help >> Mail Merge
Mail Merge in SwiftCloud To send a mail merge document, simply add any of the following shortcodes into your document. %%FIRSTNAME_Firstcap%% // recipient’s first name, with the first letter capitalized and other letters lowercase. You can simply use %%FIRSTNAME%% if…
Sales Rep Setup
This is a help file for sales reps of a company called Rx Medical Solutions, and it may be helpful for other company sales reps as well. Signup at http://SwiftCloud.IO on the home page (free), using your primary email (will not…
Why Was I Contacted?
If you’ve received email from us, it’s because either you opted in to one of our many systems, or someone you know and are working with in some capacity has added you. That said, you’re the boss over how and…
Real Estate Leads Dashboard
We have a few real estate clients, and are developing a set of recommended feeds for various lead-types along with general best practices. See our “Dashboard Best Practices” article first, then consider adding the following: Probates Obituaries RSS feeds –…
