Billie Hopkin asked us, “Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel? Ex: text ENTER to (555) 123-4567 to enter our giveaway. THANKS!!!”…
Becky Chopek Wilson asked us, “Is Agent CRM compatible with any of the P&C Agency management systems?” “If those systems integrate with Zapier (https://zapier.com), you will be able to use Zapier to connect your other systems and Agent CRM. You can learn more about the…
Sandra Quinn-Bailey asked us, “I keep getting this FB ad about Automated Predictable incoming leads that ends dial day. It looks like a click funnel. We have that in Agent CRM right? Is it Sales Navigator? I need to finish the training. All of the…
Al Bruce asked us, “Hey, y’all. Is there a way to export my media/images from the CRM? I lost a bunch of files and the agent CRM is the only place I can find them. Thanks so much!” “Hi Al! Yes there is! Go to…
Strider Devaney asked us, “New Here. What’s the main difference between campaigns and workflows? Why use one over the other?” “I would suggest using workflows. ? In the campaigns section, you can create drip sequences made up of emails, texts, voicemail drops, etc. In the…
Wesley Raymond Ging asked us, “I pulled a list out of my Agent Crm but I want to make sure I know which ones have been DNC. Is there a way to find out?” “Yes! There is a way to do that. There is a…
Marty Byrde asked us, “Hi again! Where can I find out about the price for every SMS /Calls i place from Agent CRM please? Thanks in advance” “The costs that you will now incur (and lots of other important information) can be found on our…
The Gilbert Agency asked us, “Is there a way to recover bulk deletions?” “You can recover 30 deleted contacts at a time. ? To do this, you will go to Contacts > Restore, then click the checkbox above all the records and click “Restore.”