Amy Pulver asked us, “Question. Is there a way to change the E-mail sequence on my funnel? I want to leave out a couple of the e-mails.” “There sure is! Go to Marketing >> Campaigns inside your Agent CRM account and search for the Giveaway…
Larry Gatz asked us, “Is there a way to schedule a meeting with a client outside of the “normal” calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact> crate appointment” “You can schedule appointments outside…
Dan Vader asked us, “Hey Guys I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today its not functioning properly. I have a Trigger that sends me an SMS with the…
Dan Garbarz asked us, “what are some other gift card sites other than creative marketing?” “Are you looking for places to buy gift cards and deliver those gift cards to the consumer? If you’re looking for “discount” cards, I only know of CMI If you’re…
Sandra Quinn-Bailey asked us, “I just did a FB ad. Not through the CRM😩. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the CRM?…
Cecily Nicole Gaither asked us, “Is there a way to send a voicemail to people via a trigger?” “Here’s a quick video explaining the steps for that: https://www.loom.com/share/249b3f90c65e4247a49c422709f0c1c5“
Julio C Garcia asked us, “Hey 👋 I just connected my domains and already have a website Running although I would prefer to use the main url with out the /home. I tried forwarding the domain with in GoDaddy but it still gives me this…
Larry Gatz asked us, “Is there a way to import an html email as a template? I have exported them from mailchimp.” “This is possible! You can go to Marketing > Emails, then click the button in the top, left-hand corner to create a new…
Kendall Kuehnert asked us, “Quick Question: What is the benefit of buying a domain name for my giveaway funnel? Thanks for the responses ahead of time!” “We recommend buying a domain so that you can set up your domain with Facebook and track how many…
Robert Burns asked us, “how to transfer from client to a 3 way call with carrier?” “While on the call with the 1st number you’ve dialed, you will click “Warm Transfer.” Then, you will dial your 2nd number. After they answer, you will click “Patch…