CRM & Broadcast
Everything you need to know about managing your Callbell account contacts
- Funnel Kanban View
- Closing chats in bulk
- Broadcast Messages/Bulk Sends (WhatsApp Business API customers only)
- How to Stop / Resume a Broadcast
- How do I activate the CRM module for my collaborators?
- How to import contacts into Callbell
- How to create a contacts segment and use it for WhatsApp broadcasts
- How search filters work in the CRM module
- Custom Fields
- Custom Statuses
- How to view Custom Fields in the CRM module
- How to view and edit a contact
- Reassign conversations
- How do Callbell conversation funnels work?
- How to export contacts