Jacob Boyle
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Articles
Recent activity by Jacob Boyle-
Campaigns vs. Broadcasts - What's the Difference?
In Bonzo, two of the most powerful tools at your disposal for expanding your outreach and saving time are Campaigns and Broadcasts. These flagship features are designed to help you effectively mana...
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Phone Porting: Tips & Best Practices
An integral part of Bonzo's communication infrastructure is mobile outreach in the form of calling, texting, and voicemail drops. It's obviously important to have continuity with your mobile outrea...
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People: Realtor Portal
The Bonzo Realtor Portal offers management and oversight capabilities, enabling improved communication and collaboration with your realtor partners and their prospects. Note: The "Realtor" portal c...
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Porting Requests Workflow
The new Porting Requests Workflow feature provides a streamlined approach to help you initiate and manage your porting requests. Key changes in this process: Members now initiate the phone por...
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Integrations: RETR Webhook
RETR gathers, stores, and provides comprehensive data on loan officers and real estate agents, including details about their sales areas, volume, and types of loans. Additionally, it offers insight...
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SuperUser: Importing
Importing contacts at the SuperUser level in Bonzo offers unique advantages, including the powerful capability to import contacts across multiple teams with a single import. To get started, navig...
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Import Data from Another CRM
In Bonzo, you have the capability to integrate an external CRM, specifically HubSpot and PipeDrive, allowing you to import existing data into your account. Enabling this connection simplifies the i...
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SuperUser: Team Roles
User roles in Bonzo specify permissions and access based on individual responsibilities within the organization. By defining user roles, SuperUsers ensure both operational efficiency and data secur...
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People: DNC List
Do Not Contact (DNC) is a crucial feature that helps you respect your contacts' preferences by preventing unwanted communication, ensuring you maintain a professional and respectful communication s...
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SuperUser: Permissions Best Practices
Understanding role permissions at the SuperUser level in Bonzo is crucial for ensuring that your organization operates efficiently and securely. SuperUsers are tasked with a significant responsibil...