Wesley Raymond Ging asked us, “I’m I able to manually put someone in a campaign while I add them to AGENT CRM? I get leads from rocketpro 1 at a time and it would be simpler just to add them to the campaign while I…
Larry Gatz asked us, “Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline setup for client service requests, and two requests to complete for the same client. When I try to make the second one,…
Amy Pulver asked us, “Good morning. I need a little help. I’d like my calendar (link posted below) to have options for Where we meet. Like My Office, Phone Appointment, Etc. Also, would like the option to make certain days of the week Phone Only…
Yodondo Stewart asked us, “How do I change the giveaway date in my funnel?” “You can do that by going to Settings>> Custom Values and editing the value of the “Giveaway End Date”. Are you going to be setting up and launching your own Giveaway…
Jeff Mountain asked us “I’ve just logged into my account after a bit of a hiatus. I had to change (originally private domain) my email address connected to my account as well as my calendars (now gmail). Now, when I click on the link to…
Kaysha Wells asked us, “Hi! I only allow interviews on my calendar for Monday – Friday and have it set to only allow them to book 2 days out maximum. On fridays it shows no appts available for the following Monday. Is there a way…
Dan Garbarz asked us, “Hello, I created a new form, campaign and funnel for an insurance campaign. I removed the “last name” field on the form as an experiment. When a new contact is submitted (testing) I am seeing strange behavior, like two contacts being…
Wesley Raymond Ging asked us, “I loaded a list with the tag refinance. When I go to sort by tags that is not a tag it recognizes. I can see some of the leads I uploaded and it looks like some got duplicated.” “Sometimes there…