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?