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High iQ Knowledge Base
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      Welcome!
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      High i.Q. University
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      Script Inspo
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        How The CRM Works
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          Pipeline Stage Meanings
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          Adding and Editing Pipelines
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          Pipeline Settings
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          How to Create an Individual Opportunity
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          Opportunities Overview
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          How To Download A List Of Your Opportunities
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          How To See Additional Information On An Opportunity Card
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          How To Sort/Filter Opportunities
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          General CRM Overview
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          CRM Document Management
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          Contact Details
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          Do Not Disturb
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          Tasks Overview
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          How To Delete Multiple Contacts
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          How To Export Multiple Contact
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          How To Remove A Tag From Multiple Contacts
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          How To Manually Add/Update Opportunity
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          How To Merge Multiple Contacts
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          How To Import Multiple Contacts
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          How To Add A Tag To Multiple Contacts
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          Add Contact
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          Contact Details - Overview
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          How To Create Smart Lists
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          Smart List Filters
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          Manage Smart Lists
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        The Voice Bot
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          Upload Contacts for Bot To Call/Tagging Guide Ta
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          Orientation Video
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          Adding a Knowledge Base to Your AI
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          Prompt Editing
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          Bot Personalization
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          Delete a Node
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          Inbound Calling
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          Testing The Bot
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          User Assigned/Round Robin
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          Creating Opportunities NOT For The Bot To Call
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          Call and Text Cadence in The CRM
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          About Appointments/Where to Find Bot Call Information
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          Bot Calling and Call Attempt Costs
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          How Do I Know Who Has Been Called?
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          Pushing Leads Back and Forth Between CRMs (Zapier)
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          How To Change The Drip (Call/Text Frequency)
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        Non-Bot Automations
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          Appointment Status (Triggers)
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          Contact Changed
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          Call Status
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          Action - Drip
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          Action - Find Contact
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          Update Contact Field
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          Add Task
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          Edit Conversation
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          Send Internal Notification
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          Remove Opportunity
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          Remove From Workflow
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          Workflow Actions
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          Send Email
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          Send SMS
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          Call Automation
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          Wait Event (action)
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          Voicemail
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          Add Contact Tag
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          Remove Contact Tag
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          Add/Update Opportunity
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          Add To Notes
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          Remove Assigned User
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          Add To Workflow
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          Assign To User
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          Manual Calls (action)
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          Go To Event (action)
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          If/Else Condition (action)
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          Math Operation (action)
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          Workflows - Event Start Date Action
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          Goal Event (action)
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          Manual SMS (action)
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          Content AI Text
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          Content AI Image
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          Settings Tab
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          Create New Workflow
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          Builder Tab
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          Workflow Builder Overview
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          Contact Created
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          Contact DND
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          Contact Tag (Trigger)
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          Birthday Reminder
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          Remove From All Workflows
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          Workflow Builder - Contact Triggers
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          Video Tracking
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          Pipeline Stage Changed
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          Opportunity Status Change
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          Email Events
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          Customer Replied
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          Task Reminder
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          Task Added
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          Note Changed
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          Note Added
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          Custom Date Reminder
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          Workflow Triggers
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          How To Add Multiple Contacts To A Campaign / Workflow
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        Non Bot SMS, Phone, Email
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          How Much Does Texting Cost?
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          Why Are Texts Saying 'Undeliverable'?
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          How Much Does a Non-Bot Call Cost?
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          Add SMS Template
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          How To Send An SMS
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          The Dialer
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          Conversations Overview
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          Manual Actions
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          Attachments Made Easy in Conversations
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          How to use Conversation Filters & Bulk Actions Overview
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          Quick Filter
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          Getting Started With SMS & Email Templates
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          Conversations
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          Add Email Template
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          How to send an email
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          Send Email
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          Send SMS
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        Compliance
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          FCC Legislation
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          GDPR Compliance and Data Privacy
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        Marketing
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          Giving High iQ Facebook Ads Access
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        Reporting
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          Dashboard Overview
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          Edit widgets on the dashboard
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          Customizing a widget
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          Custom Widgets FAQ
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          Resize Widgets
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          Removing a widget
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          Custom Widgets Overview
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          Adding a widget to the Dashboard
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          Rearrange widgets
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          Agent Leaderboard
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          SMS Reporting
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          Conversion Report
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          Email Reporting
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          Agent Reporting - Overview
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        Settings
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          User Notifications
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          User Profile
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          Google
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          Integrations
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          CRM Team Management
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          Business Profile
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      Contact Support

Business Profile

Manage Profile Settings
Explore the various components available in the company settings tab within your account settings management area.
NOTE: Your user permissions may limit access to certain components.
General Information
Location ID
Display the current location ID of the company. Copy the ID link using the provided "copy" icon.
Company Logo
Upload, change, or remove the company logo. Update company information, including name, email, phone number, and website.
Friendly Business Name
Set a username for each sub-account.
Legal Business Name
Enter the exact legal business name registered with the EIN for future compliance registration.
Business Email
Provide your official business email address.
Business Phone
Input your official business phone number.
Business Website
Add your business website.
Business Niche
Select the niche your business belongs to.
API Key
Use this API Key for Zapier and API integrations. Copy the ID link and regenerate a new API key using the "Refresh" icon.
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Business Information
Business Type
Select the type of business: Sole proprietorship, Partnership, LLC, Co-operative, or non-profit Corporation.
Business Industry
Choose the industry category your company belongs to.
Business Registration ID Type
Select the Government ID for company registration.
Business Registration Number
Enter your company's registration number. If not registered, tick the "My business is Not registered" box.
Business Regions of Operation
Select regions where your company operates.
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Call & Voicemail Settings
Customize the default voicemail message for Twilio numbers. Upload a custom voicemail in mp3 format and set a timeout number (recommended: 20 seconds or less).
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Business Physical Address
Enter the full walk-in address for your business. Include street, city, postal/zip code, state/Prov/Region, and country. Specify your time zone and preferred language for system use.
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Authorized Representative
Provide details for an Authorized Representative, including first & last name, email, job position, and phone number with the country code.
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General Settings
Toggle settings on/off:
Allow Duplicate Contact
Allow Duplicate Opportunity
Merge Facebook Contacts By Name
Disable Contact Timezone
Mark Emails as Invalid due to Hard Bounce
Validate Phone numbers when the first SMS is sent to a new contact
Make SMS compliant by adding an opt-out message
Make SMS compliant by adding sender information
Make Email compliant by adding an Unsubscribe link in your email
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Depreciated Features
Choose to enable/disable Triggers and/or Campaigns, which will be replaced with Workflows in the future.
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Missed Call Text Back
Enable automatic sending of a text message to missed call numbers. Customize and demo-test the text message before making it live.
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