Phil Remaes asked us, “I have a question. When I am doing the power dialer, after each call there is a popup that I can click on completed or No Answer. There are two other options but the training video said not to use those….
Charles Atkinson asked us, “Hello team can you build a news letter? Is there a video training?” “You can! I’d recommend checking out chapter 3, titled “Campaigns” in our Agent CRM training course, specifically the videos about the Email Builder. It’s great for creating newsletters….
Becky Chopek Wilson asked us, “I have two questions: 1. Would having Zapier make Agent CRM work better in any way? 2. Is there any way to make my client intake form auto fill into a new contact?” “1. The way that Zapier makes Agent…
Here’s a how-to video to set up a “Hot Transfer” campaign inside Agent CRM, so that the software calls you when a new lead comes in:
Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?” “Zapier is going to be…
Wesley Raymond Ging asked us, “Who has a workflow for aged leads that you have gotten of a list? I’m getting writers block today 🙁” “Have you grabbed our email swipe file? We have copy-and-paste emails for aged leads http://emailswipefile.live/“
Charles Atkinson asked us, “Will Agent CRM add reputation builder?” “Hello everyone! We do have a Reputation tab included in Agent CRM. 🙂 You will find this by going to Settings > Reputation. (See attached image) This page allows you to create your standard Review…
Luis Cuevas asked us, “For texting from Agent-CRM, how long is one segment again?” “1 segment is usually about 120 -160 characters. Feel free to use this tool from twilio: https://twiliodeved.github.io/message-segment-calculator/ I recommend using the Standard, UCS-2 encoding. Paste your message in the text box…
Edward Financial Group asked us, “Is it possible to change the text message to respond during business hours? I had a lead fill out the survey at midnight and it auto responded. However, I’m comfortable with responding only during business hours say 8 am –…
Julio C Garcia asked us, “Hi 👋 , how can I have the customer select the type of meeting he /she would like to have with me when scheduling? like if they prefer a PHONE CALL or a ZOOM MEETING? is this available?” “You can…