Larry Gatz asked us, “When I receive and email reply, the emails show up in AgentCRM, but they don’t show up in my email inbox… is there a way to correct this?” “Yes! You can add a forwarding address to your SMPT service. This is…
Anh Tran asked us, “I need help with doing a dripping campaign for text message, I know Alex say there a live zoom every Friday, is it the same zoom we used everyday from 7am &2pm?” “You can find all of the info on creating…
Cristano Arroyo asked us, “Scenario: I’m accessing AgentCRM from 2 different computers daily – both running same Operating System & same browser. On one computer I can login without needing to receive a Login Security Code. On the other computer, every time I go to…
Raymond Truong asked us, “How to attach email signature in agent crm email or email template.” “Here’s a video I made to guide you in setting up your signature inside agent CRM: https://www.loom.com/share/6a1356772ff44a2a8b08fcc0cadfc3eb If you are using the new sidebar this video is for…
Barry McGlothin asked us, “Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
David Munley asked us, “Does Agent CRM utilize landing pages? I looked thoroughly and did not see any, but I would like to confirm one way or the other. Thank you ahead of time for answering this question.” “Yes, it does! ? You will find…
Luis Cuevas asked us, “Hi! Does anyone know how to connect a product with an order form inside of a funnel? I have Stripe and the products set up under Settings but have not figured out how to connect a product to an order form…
David Munley asked us, “I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.” “It looks like…
Bruce Kuczinski asked us, “If a contact has a landline, how can I make that number the default number for dialing without triggering unsuccessful SMS messages when it’s in a campaign?” “The only thing I can think of is to make a tag ‘landline’ and…
Rhoda Woods asked us, “How is the personal hub different from the website builder templates already in agent crm?” “The Personal Funnel Hub is very detailed and is structured to show your clients who you are- it has a spot for your bio, headshot, testimonials…