Just signed up for Agent CRM? You’re in the right place.

Starting strong is the key to long-term success. The first hour you spend setting up your system will determine how quickly you can start reaching leads, automating tasks, and booking more appointments.

Follow this simple checklist to go from “just signed up” to “fully confident” in no time.

âś… Step-by-Step: Set Yourself Up for Success

• 1. Book Your Coaching Session

Get help from a real human.
Go to Support Options > System Coaching and book your free coaching session.

You’ll get live guidance, personalized advice, and answers to your setup questions—fast.

• 2. Go to the Activator Tab

This is your all-in-one training center.
Start with Phase 1: “System Setup.”
You’ll walk through the essential features, including:

  • Account setup

  • Funnel basics

  • Calendar setup

  • Contact imports

🎥 Each training is quick, clear, and built for agents just like you.

• 3. Personalize Your CRM with the Customizer

Go to the Customizer to make Agent CRM feel like your brand.
You can:

  • Upload your logo

  • Add testimonials

  • Insert your NPN

  • Set your brand colors and email signature

These changes sync automatically across your emails, funnels, and calendar pages.

• 4. Join the Agent CRM Facebook Group

This is where the community comes alive.
Ask questions, share wins, get ideas—and learn faster by seeing what others are doing.

💡 Pro tip: Search the group before posting—your answer might already be there!

🎯 Pro Tip: Schedule Time for Setup

Block off 30–45 minutes this week to walk through Phase 1 of the Activator tab.
That focused time will eliminate confusion and help you hit the ground running with confidence.

🎥 Everything You Need is in the Activator

From setup to automation, it’s all inside your account:
👉 Go to Activator Tab > Phase 1: “System Setup”
Follow along with the trainings and you’ll be ready to roll in less than an hour.

You’re Not Alone—We’ve Got You

Stuck? Unsure what to do next?
Open the chat inside Agent CRM and our support team will jump in to help.

👉 Start your 14-day free trial and follow the steps above to master your setup from Day 1.


FAQ, Getting Started, Software, Technology

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