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…
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…
Titus Lennon Jr asked us, “Hi, so it’s been a while since I signed up for Agent CRM. So I’m a bit confused. Why is there a $10 reoccurring charge on my account? I understand to use Agent CRM, it’s $47/month. What’s the $10 charge?…
Jose Brooks asked us, “Is there are charge for using the landing pages?” “No 🙂 Grab some from the Click & Play library! We got a bunch!”
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…
Sandra Quinn-Bailey asked us, “Hello, how do you show a family in the CRM? I have the mother & father as contacts but how do you show their children? If I show the parent as a contact & the child as an opportunity, I get…
Erna Cabuguas asked us, “Hi, can someone help me please… We are using campaigns, and just want to know if the campaign workflows can be tracked, is there a way to do it? Where to check? Also for the sms/texts, where exactly are they tracked…
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…
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…
Eva Jean asked us, “Can you 3 way call from the dealer?” “Yes! When calling from the dialer, you can use the Warm Transfer option to do a 3-way call! For more info, you can click the Help Library from your Agent CRM, it is…