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F.A.Q's
F.A.Q's
Frequently Asked Questions
20 articles in this collection
Written by
Richard Miles
and
Laura Betterly
General Questions
Why do you ask me to choose my area code but there are no phone numbers available?
Can't find a phone number?
Written by
Richard Miles
Updated over a week ago
Are all the SMS credits in CLOSEM part of the monthly subscription, or do I need to do some additional setup?
Written by
Richard Miles
Updated over a week ago
Does CLOSEM come with a phone number or do I need to use my own?
Written by
Richard Miles
Updated over a week ago
Do you need an external account to send SMS?
SMS,
Written by
Richard Miles
Updated over a week ago
Does CLOSEM work worldwide?
service areas
Written by
Richard Miles
Updated over a week ago
Is CLOSEM a CRM?
CRM
Written by
Richard Miles
Updated over a week ago
How can I see the video tour again?
Training / initial video tour
Written by
Laura Betterly
Updated over a week ago
Is this for existing customers I have in my contact list or new business as well. Finding cell phone numbers for decision makers is practically impossible.
B2B, decision makers, texting, prospecting
Written by
Richard Miles
Updated over a week ago
Does CLOSEM only work after I've made contact with someone?
leads, contacts, prospecting
Written by
Richard Miles
Updated over a week ago
Is there a way to keep track of a prospect and where they are in a given campaign?
campaigns, followup, prospects, reporting
Written by
Richard Miles
Updated over a week ago
Messaging
Where are email replies archived?
email messaging
Written by
Richard Miles
Updated over a week ago
How are email messages archived?
email messaging
Written by
Richard Miles
Updated over a week ago
Viewing sent SMS messages and replies
SMS messages / texting / conversations
Written by
Richard Miles
Updated over a week ago
Does CLOSEM actually SEND a Text to a prospect and also RECEIVES the response? Can I read the response on CLOSEM or the is response only seen on my cellphone?
texting, conversations, notices, cellphones
Written by
Richard Miles
Updated over a week ago
If a user deletes an email template, is there still an archive of that message?
email archiving
Written by
Richard Miles
Updated over a week ago
Account Management
How do I change, cancel, pause my subscription or update my credit card info?
Billing
Written by
Laura Betterly
Updated over a week ago
Help! I've lost my password!
password recovery
Written by
Richard Miles
Updated over a week ago
Not-for-profit
Do you have a plan for not-for-profit organizations?
non-profits, NGO, NPO, discounts
Written by
Richard Miles
Updated over a week ago
Is CLOSEM good for fundraising?
fundraising, non-profits, social benefit
Written by
Richard Miles
Updated over a week ago
Integrations
Does CLOSEM integrate with Zapier?
Zapier, Integrations, API
Written by
Richard Miles
Updated over a week ago