CRM problems, by message

Nothing was changed by any message on this page. They say so.

Merging two records into one is not connected yet. Nothing was merged.

Merge duplicates is not built. Keep the better record and delete the other by hand.

Making a copy of a deal is not connected yet. Nothing was copied.

Clone this deal is not built. Create a new deal and copy the details.

Following a record, to hear when anything on it changes, is not connected yet.

Follow this record is not built.

Taking a person off email from their record is not connected yet. Nothing was changed.

Opt out of email on a record does not change anything. To stop a person being emailed, use the opt-out and do-not-contact controls in Adapt Outreach.

Putting a person on a call list from their record is not connected yet. Nobody was added.

Send to the Caller console is not built from a record. Add people to a call list from the Caller area.

Putting a person in an email campaign from their record is not connected yet. Nobody was enrolled and nothing was sent.

Enrol in a campaign is not built from a record. Add people to a campaign from the campaign.

Invites are queued from LinkedIn Activities, inside your daily limits, never from a record. Nothing was queued.

Send a LinkedIn invite on a record is deliberately not a button. Use LinkedIn Activities.

WhatsApp is not connected yet / Log a WhatsApp message: Not connected

WhatsApp is not built. Log the message as a note.

Not connected yet. Files cannot be kept on a record yet. Nothing can be uploaded to it, and nothing is lost.

Files are not built on records.

Not connected yet. This CRM has no place to keep the link. / ...a link to the UK book

Linking a record to the UK book in this CRM is not built, so a match cannot be saved. You can still open a match to look at it.

Tasks across your records are not connected yet.

The Tasks page shows tasks kept on this device and your LinkedIn posts. A record's own tasks are on its page.

Choosing who can see your schedule is not connected yet. Nobody can see it.

Share your schedule is not built. Nobody but you sees your schedule.

Not connected. Connect it on Your stack. Its events do not show on this calendar yet either way.

The calendar card for a connection is off. Connecting Google Calendar on Your stack is possible (see Integrations and Your stack problems, by message), but its events do not appear on this calendar yet either way.

The sending rules of each tool are kept in that tool's own settings.

How we reach out does not show them here. Open the tool's own settings.

That did not save. Try again.

A new prospect, a note or an edit was refused. The message gives the reason when there is one. Try again.

Nothing was added. / Part of it was added and could not be taken back; look under Organisations.

When you add a new person and a deal together and the second part is refused, Adapt takes back what the first part made. If that could not be taken back, the message says so and tells you where to look.

That did not apply. Nothing changed.

Applying a CRM template (see What a template is and how it sets up your CRM) failed. The CRM is as it was. Try again; Undo is there once it has applied.

Waiting: LinkedIn is not connected

A scheduled LinkedIn post is waiting for the LinkedIn connection. See LinkedIn problems, by message.