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HEARSAY RELATE USER GUIDE Hearsay Relate User Guide Click here to access our Hearsay Relate User Guide o r click the link below to download the .PDF version of the Hearsay Relate User Guide.. NOTE: This article contains visual media.If you are viewing this article via our Web Widget, please click the button at the top-right corner, to the right of this Help Center article's title, to view this content. CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
HEARSAY RELATE FULL DESKTOP OVERVIEW Hearsay Relate Full Desktop Overview. The following video provides a full overview of the Hearsay Relate desktop experience. In addition to sending and scheduling text messages, end-users can schedule workflow reminders, upload their book of business, toggle their account settings as well as invite staff to manage their conversations. CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. CONNECTING A LINKEDIN PROFILE/LINKEDIN GROUP TO HEARSAY Connecting LinkedIn Groups. If you are the owner of a LinkedIn group that has yet to be connected to Hearsay (and this feature is enabled for your organization) you can connect your LinkedIn group to Hearsay and publish content from your content library. GETTING A FREE NET-NEW NUMBER IN HEARSAY RELATE DESKTOP Getting a Free Net-New Number in Hearsay Relate Desktop. Hearsay Relate numbers are free and take seconds to set up. Simply enter in your area code and choose from the list of available numbers. Hearsay will then acquire the number on your behalf and you'll be able to send your first text messages instantly. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
WHAT IS HEARSAY SOCIAL? What is Hearsay Social? Hearsay Social is the leading social application for the financial services and insurance industries, helping advisors and agents harness the power of social media to grow their businesses. Hearsay's enterprise-ready solution alerts advisors and agents when their clients or prospects share money-in-motion lifeevents
HEARSAY RELATE USER GUIDE Hearsay Relate User Guide Click here to access our Hearsay Relate User Guide o r click the link below to download the .PDF version of the Hearsay Relate User Guide.. NOTE: This article contains visual media.If you are viewing this article via our Web Widget, please click the button at the top-right corner, to the right of this Help Center article's title, to view this content. CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
HEARSAY RELATE FULL DESKTOP OVERVIEW Hearsay Relate Full Desktop Overview. The following video provides a full overview of the Hearsay Relate desktop experience. In addition to sending and scheduling text messages, end-users can schedule workflow reminders, upload their book of business, toggle their account settings as well as invite staff to manage their conversations. CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. CONNECTING A LINKEDIN PROFILE/LINKEDIN GROUP TO HEARSAY Connecting LinkedIn Groups. If you are the owner of a LinkedIn group that has yet to be connected to Hearsay (and this feature is enabled for your organization) you can connect your LinkedIn group to Hearsay and publish content from your content library. GETTING A FREE NET-NEW NUMBER IN HEARSAY RELATE DESKTOP Getting a Free Net-New Number in Hearsay Relate Desktop. Hearsay Relate numbers are free and take seconds to set up. Simply enter in your area code and choose from the list of available numbers. Hearsay will then acquire the number on your behalf and you'll be able to send your first text messages instantly. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
MAIL – HELP CENTER Connecting Your Email Address (Onboarding Wizard) Updating Your Email Signature. Sending or Scheduling an Email. Creating an Original Email. Subscribing Contacts to Campaigns. Adding Contacts in Bulk. Hearsay Operational Status Page. HEARSAY RELATE FULL DESKTOP OVERVIEW Hearsay Relate Full Desktop Overview. The following video provides a full overview of the Hearsay Relate desktop experience. In addition to sending and scheduling text messages, end-users can schedule workflow reminders, upload their book of business, toggle their account settings as well as invite staff to manage their conversations. CONNECTING A LANDLINE NUMBER To connect your Landline number: Log into the Web UI of Hearsay Relate. Click Connect Landline when prompted.; Enter in your landline number. Note: If you are prompted with alert, stating your number is ineligible, please review the section below, titled, Enabling Texting With an Incompatible Landline Number Hearsay Relate will call your landline number and provide a 3-digit number. BE, GROW, HEAR, SAY TIPSHEETS Be, Grow, Hear, Say Tipsheets In order to maximize your time on social media, we've created the Be, Grow, Hear, Say method which are 4 step for social success!. Be Findable: Learn the tricks to make your social network easier to locate in search engines such as Google, or natively on network such as Facebook, LinkedIn, Twitter or Instagram! CONNECTING A LINKEDIN PROFILE/LINKEDIN GROUP TO HEARSAY Connecting LinkedIn Groups. If you are the owner of a LinkedIn group that has yet to be connected to Hearsay (and this feature is enabled for your organization) you can connect your LinkedIn group to Hearsay and publish content from your content library. GETTING A FREE NET-NEW NUMBER IN HEARSAY RELATE DESKTOP Getting a Free Net-New Number in Hearsay Relate Desktop. Hearsay Relate numbers are free and take seconds to set up. Simply enter in your area code and choose from the list of available numbers. Hearsay will then acquire the number on your behalf and you'll be able to send your first text messages instantly. PROMOTING FACEBOOK POSTS Promoting a Post. Select the Ads tab on the top navigation bar. Select Promotable Posts from the facets available on the left-hand side. Select the Published Post you would like to promote. Note: It must be a post that you have already published to Facebook. PREPARING YOUR BOOK OF BUSINESS INTO A .CSV FILE FOR At the top of your Outlook 2010 ribbon, choose the File tab. Choose Options. In the Outlook Options box, choose Advanced. Under the Export section, choose Export. In the Import and Export Wizard, select Export to a file, and then choose Next. Under Create a file of type, select Comma Separated Values, otherwise known as CSV. CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post SENDING/RESENDING/CUSTOMIZING THE OPT-IN (ATTESTATION Type in the name or phone number of the contact you wish to text. You will be presented with the screen shown below. Type in your custom text where it says " Write your message" to proceed. Once you have typed in your message, click Send. Per compliance rules, the following message will be appended with your text: "Text YES to opt-in, to opt WHAT IS HEARSAY SOCIAL? What is Hearsay Social? Hearsay Social is the leading social application for the financial services and insurance industries, helping advisors and agents harness the power of social media to grow their businesses. Hearsay's enterprise-ready solution alerts advisors and agents when their clients or prospects share money-in-motion lifeevents
FEATURED HELP TOPICS The Hearsay Support Team would like to inform you that all offices will be closed on Friday, May 28th for a company holiday. The U.S. offices will be closed on Monday, May 31st in observance of Memorial Day. During this period, the phone lines will be closed. We will havea
CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf. GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. WHAT IS HEARSAY SOCIAL? What is Hearsay Social? Hearsay Social is the leading social application for the financial services and insurance industries, helping advisors and agents harness the power of social media to grow their businesses. Hearsay's enterprise-ready solution alerts advisors and agents when their clients or prospects share money-in-motion lifeevents
FEATURED HELP TOPICS The Hearsay Support Team would like to inform you that all offices will be closed on Friday, May 28th for a company holiday. The U.S. offices will be closed on Monday, May 31st in observance of Memorial Day. During this period, the phone lines will be closed. We will havea
CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf. GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf.SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post HEARSAY RELATE FULL DESKTOP OVERVIEW Hearsay Relate Full Desktop Overview. The following video provides a full overview of the Hearsay Relate desktop experience. In addition to sending and scheduling text messages, end-users can schedule workflow reminders, upload their book of business, toggle their account settings as well as invite staff to manage their conversations. CONNECTING A LANDLINE NUMBER To connect your Landline number: Log into the Web UI of Hearsay Relate. Click Connect Landline when prompted.; Enter in your landline number. Note: If you are prompted with alert, stating your number is ineligible, please review the section below, titled, Enabling Texting With an Incompatible Landline Number Hearsay Relate will call your landline number and provide a 3-digit number. PROMOTING FACEBOOK POSTS Promoting a Post. Select the Ads tab on the top navigation bar. Select Promotable Posts from the facets available on the left-hand side. Select the Published Post you would like to promote. Note: It must be a post that you have already published to Facebook.USING YOUR CALENDAR
Follow the steps below to create a new post via your calendar. Select the date and time on which you would like to schedule the new post. Create your post using the Publisher tool. Note: For more information on creating a new post, refer to the Creating a New Post help article. SENDING/RESENDING/CUSTOMIZING THE OPT-IN (ATTESTATION Type in the name or phone number of the contact you wish to text. You will be presented with the screen shown below. Type in your custom text where it says " Write your message" to proceed. Once you have typed in your message, click Send. Per compliance rules, the following message will be appended with your text: "Text YES to opt-in, to opt PREPARING YOUR BOOK OF BUSINESS INTO A .CSV FILE FOR At the top of your Outlook 2010 ribbon, choose the File tab. Choose Options. In the Outlook Options box, choose Advanced. Under the Export section, choose Export. In the Import and Export Wizard, select Export to a file, and then choose Next. Under Create a file of type, select Comma Separated Values, otherwise known as CSV. WHAT IS HEARSAY SOCIAL? What is Hearsay Social? Hearsay Social is the leading social application for the financial services and insurance industries, helping advisors and agents harness the power of social media to grow their businesses. Hearsay's enterprise-ready solution alerts advisors and agents when their clients or prospects share money-in-motion lifeevents
FEATURED HELP TOPICS The Hearsay Support Team would like to inform you that all offices will be closed on Friday, May 28th for a company holiday. The U.S. offices will be closed on Monday, May 31st in observance of Memorial Day. During this period, the phone lines will be closed. We will havea
CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf. GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. WHAT IS HEARSAY SOCIAL? What is Hearsay Social? Hearsay Social is the leading social application for the financial services and insurance industries, helping advisors and agents harness the power of social media to grow their businesses. Hearsay's enterprise-ready solution alerts advisors and agents when their clients or prospects share money-in-motion lifeevents
FEATURED HELP TOPICS The Hearsay Support Team would like to inform you that all offices will be closed on Friday, May 28th for a company holiday. The U.S. offices will be closed on Monday, May 31st in observance of Memorial Day. During this period, the phone lines will be closed. We will havea
CONFIGURE INBOUND CALL HANDLING Configure Inbound Call Handling. The Inbound Call Handling features provides two configurable options that workspaces can choose from: Directing Calls to a Designated Office Member. Forwarding Calls to an Office Landline Number. These options provide a more defined path to a workspace for inbound calls. Rather than having an inbound call ring GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf. GETTING STARTED WITH HEARSAY MOBILE APPS Getting Started With Hearsay Mobile Apps Hearsay Social and Hearsay Relate can be accessed on both your computer and your mobile phone which can be helpful when you’re away from your desk or commutingand on the go.
BROADCASTING A PRIVATE TEXT MESSAGE TO MULTIPLE RECIPIENTS Broadcasting a Private Text Message to Multiple Recipients When you need to mass text your contacts, you need a feature that prevents you from having to write the same text over and over again, but also need each text to be sent individually in order to protect the privacy ofyour customers.
SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. DIFFERENCES BETWEEN FACEBOOK, LINKEDIN, TWITTER, AND Instagram is a social networking website, owned by Facebook, focused on showcasing photos and short videos. Key terms you will hear when using Instagram include, Like, Comment , Profile Picture and Story. Users can choose to follow users or business profiles. LinkedIn is a social networking website that is designed specifically for thebusiness
CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. GETTING STARTED/SETUP Getting Started/Setup Articles. Web Browser Text Notifications. Hearsay Relate Full Desktop Overview. Hearsay Relate User Guide. Connecting a Landline Number. Getting a Free Net-New Number in Hearsay Relate Desktop. What is Opt-In Attestation? Inviting Staff/Delegates to Text on Your Behalf.SUBMIT A REQUEST
Please enter the details of your request, including the URL of any pages where issues may be occurring. It is usually helpful if you can attach a screenshot of the issue you are experiencing. CIRCULAR REFERENCES IN PYTHON You can also see these circular references visually by using the objgraph library, which relies on Python's gc module to inspect the references to your Python objects. Note that objgraph library also deliberately plots the the custom __del__ methods in a red circle to spotlight a possible issue. CREATING ORIGINAL CONTENT Creating Original Content. If permitted by your organization, you can create your own original content by clicking Content > Post and then choosing New Post. This will allow you to type your own text, include a web address, or attach an image. You'll have the ability to control which social accounts receive your content and whether your post HEARSAY RELATE FULL DESKTOP OVERVIEW Hearsay Relate Full Desktop Overview. The following video provides a full overview of the Hearsay Relate desktop experience. In addition to sending and scheduling text messages, end-users can schedule workflow reminders, upload their book of business, toggle their account settings as well as invite staff to manage their conversations. CONNECTING A LANDLINE NUMBER To connect your Landline number: Log into the Web UI of Hearsay Relate. Click Connect Landline when prompted.; Enter in your landline number. Note: If you are prompted with alert, stating your number is ineligible, please review the section below, titled, Enabling Texting With an Incompatible Landline Number Hearsay Relate will call your landline number and provide a 3-digit number. PROMOTING FACEBOOK POSTS Promoting a Post. Select the Ads tab on the top navigation bar. Select Promotable Posts from the facets available on the left-hand side. Select the Published Post you would like to promote. Note: It must be a post that you have already published to Facebook.USING YOUR CALENDAR
Follow the steps below to create a new post via your calendar. Select the date and time on which you would like to schedule the new post. Create your post using the Publisher tool. Note: For more information on creating a new post, refer to the Creating a New Post help article. SENDING/RESENDING/CUSTOMIZING THE OPT-IN (ATTESTATION Type in the name or phone number of the contact you wish to text. You will be presented with the screen shown below. Type in your custom text where it says " Write your message" to proceed. Once you have typed in your message, click Send. Per compliance rules, the following message will be appended with your text: "Text YES to opt-in, to opt PREPARING YOUR BOOK OF BUSINESS INTO A .CSV FILE FOR At the top of your Outlook 2010 ribbon, choose the File tab. Choose Options. In the Outlook Options box, choose Advanced. Under the Export section, choose Export. In the Import and Export Wizard, select Export to a file, and then choose Next. Under Create a file of type, select Comma Separated Values, otherwise known as CSV. Feed icon Skip to content__
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In light of COVID-19, a growing number of banks, insurance, and financial firms are unable to access branch locations. Hearsay can assist with business continuity and client communications under work from home conditions. * Rapidly deploy mobile numbers to compliantly text or call while working from home, without using personalnumbers.
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BUSINESS, MARKETING, AND COMPLIANCE LEADERS LOVE HEARSAY Enabling advisors to have valuable, data-driven client interactions when it matters most. “Hearsay is an incredibly powerful sales productivity tool that is going to help people be more efficient and create deeper engagement earlier on in the process.”Caroline Feeney
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Vigilantly comply with complex and changing regulatory requirements Automatically capture, monitor and supervise across digital channels with the only built-in compliance solution. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage. Hearsay AI Risk Meter, Blocking and Auto-Remediation, and Contextual Supervision reduce risk while saving teams hours per day.Learn more >
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