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BGadmin
1 Min Read

Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone? I don’t know if you need any software info from the agency.” “We probably can (depends on how…

BGadmin
1 Min Read

Sandra Quinn-Bailey asked us, “Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you” “Yes you can connect your outlook calendar now :)” “Go to Settings >> Profile and scroll down. You’ll…

BGadmin
1 Min Read

Mark Perrill asked us, “FB question. I’m trying to ad my FB page to my business manager. When I paste the url for my personal page into the “ad page” window, nothing happens. It doesn’t find my page. Anyone know how to solve this? I…

BGadmin
1 Min Read

Mark Perrill asked us, “I’m editing an SMS message in a workflow. Can I embed a link to my calendar in a work or do I just paste the entire link in the SMS message? The link is pretty long.” “You can paste the entire…

BGadmin
1 Min Read

Mark Perrill asked us, “Agent CRM seems to be tilted more towards agents who sell via the phone versus in-person sales. How are in-person agents using the “schedule a call” feature to their advantage. Or maybe I’m just wrong because I’m new and haven’t used…