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Numero CallTime for CRM Users

For CallTime App users who also have the Numero CRM

  • How do I limit the number of contacts in my list?
  • How do I add my volunteers to a calltime list?
  • How do I add someone (one off add) to a call time list?
  • How can I view and filter my call time results post call time?
  • How do I add an existing template to a calltime list?
  • How do I edit a contact from the Call Time List in the CRM?
  • How do I apply a member code to a calltime list?
  • Where can I find more information about my Numero billing and payments?
  • How do I bulk delete, archive and manage calls from a calltime list?
  • How do I log an interaction, including call results, notes, and pledges, from the App?
  • How do I remove (archive) someone on a call time list?
  • How to I add a photo to a donor in the App and/or CRM?
  • How do I move between profiles in calltime mode?
  • How do I switch to another Numero Calltime App for CRM users account?
  • How do I edit the donor information in the app?
  • How can I build a calltime list with individual contacts instead of using filters?
  • How do I see a donor’s ask, ask notes, and open pledges in the app?
  • How do I restrict who can see which call time lists?
  • How do I archive or delete a calltime list?
  • How do I view my recurring contributions?
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  • Donor CRM
  • Numero CallTime for CRM Users
  • Payment Processing
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  • Tips and Tricks from Team Numero Customer Success
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