CRM, Contacts & Inbox

46 questions34 questions in this topic. See all topics.

• Can I assign a task to a team instead of a person?
• Can I call leads from a local number that matches their area code?
• Can I change which contact fields are required or visible, or add my own fields?
• Can I customize the contact layout, and does Votel have custom objects like GoHighLevel?
• Can I customize what shows on a contact record and in the inbox side panel?
• Can I see an AI summary of everything that happened with a contact?
• Can I set up support, sales or other department queues in the Conversations inbox?
• Can I store documents like proposals on a contact and send them to the contact by email?
• Can I track loyalty points, punch cards or limited usage per contact?
• Can my team members earn from the referral program, and how do I pay my salespeople a commission?
• Do I pay for support, or for importing contacts?
• Does Votel have a unified inbox, message templates and tags?
• Does Votel have task and project management, and can it replace a tool like ClickUp?
• Does Votel provide leads, and how can I pull lead lists such as local businesses from Google Maps?
• Does Votel score leads automatically?
• How can I let a department or team member see only their own contacts?
• How can I receive leads from Angi or another lead platform in Votel?
• How can I show my clients the results my service is delivering, like leads and revenue?
• How do contacts get into Votel, and what bulk actions can I run on them?
• How do I add team members and control what each person can see and do?
• How do I check the status of a support ticket or bug I reported?
• How do I clear a conversation from my inbox or delete a message?
• How do I get help or contact support?
• How do I have an AI work through my contacts like a salesperson, and how many can run at once?
• How do I import my contacts from a CSV, Excel file or another CRM like HubSpot?
• How do I let a client business owner know when someone books, without them logging in to a CRM?
• How do I make sure no contact slips through the cracks without a follow-up?
• How do I move my GoHighLevel opportunities and pipeline stages into Votel?
• How do I organize my leads with saved views and build a call list?
• How do support tickets work, and how can my customers see their own tickets?
• How do the unified inbox, pipelines and saved views work?
• I serve local businesses of every type. What should I build and lead with?
• Is there a separate Companies object, and how do I find all the contacts at one company?
• Is there a separate deal or opportunity object in the Votel CRM?
• Should I email a lead their audit or plan, or call them right away?
• What can the CRM and unified inbox in Votel do?
• What can the Votel CRM do?
• What CRM and sales features does Votel have?
• What is the unified inbox in Votel and what can it do?
• What should I set up first in my first 30 days on Votel?
• What should my agency sell to local businesses, and which service should I lead with?
• When I open a contact, why do I see a list of other contacts on the left?
• Where is the pipeline (opportunities) board like in GoHighLevel, and can I customize the pipeline cards?
• Which contact fields does Votel track automatically, and how can I use them?
• Why does a custom field I just created not show in the Update Contact list or the variable picker?
• Why does an inbound call not create a contact automatically, and when is a contact created?