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Numero CallTime for CRM Users

For CallTime App users who also have the Numero CRM

  • How do I call, text or email a donor from the app?
  • How do I email or text a donor from the CRM?
  • How do I log an interaction, including call results, notes, and pledges, from the App?
  • How do I mark someone as complete or incomplete on a call time list?
  • How do I custom order my donors on a calltime list?
  • How can I view and filter my call time results post call time?
  • How can I build a calltime list with individual contacts instead of using filters?
  • How do I archive or delete a calltime list?
  • How do I apply a member code to a calltime list?
  • How do I move between profiles in calltime mode?
  • How do I send a voicemail drop?
  • How do I schedule a CRM training?
  • Report a Bug
  • Can I bulk apply contact details like ask amount, ask notes, and contact codes from a calltime list?
  • How do I bulk apply interactions, contributions, or pledges from a calltime list?
  • How do I bulk delete, archive and manage calls from a calltime list?
  • Where can I find more information about my Numero billing and payments?
  • How do I Filter by Number of Contributions, Interactions, or Pledges?
  • How do I view my recurring contributions?
  • How do I highlight a calltime list that should be prioritized first?
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Categories

  • Call Time App (Google Sheet Users)
  • Electables- For Campaigns
  • Tips and Tricks from Team Numero Customer Success
  • Numero CallTime for CRM Users
  • Donor CRM
  • Numero Events (RSVP Forms)
  • Payment Processing
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