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…
Clarence Enriquez asked us, “Having trouble importing contacts I made myself. Any suggestions??” “Anytime people have trouble importing contacts, it is usually because they don’t have their email or phone number (you need at least one, both are not required). Or, the CSV file is…
Phil Reames asked us, “I have a question. When I am doing the power dialer, after each call there is a popup that I can click on completed or No Answer. There are two other options but the training video said not to use those….
Charles Atkinson asked us, “Hello team can you build a news letter? Is there a video training?” “You can! I’d recommend checking out chapter 3, titled “Campaigns” in our Agent CRM training course, specifically the videos about the Email Builder. It’s great for creating newsletters….
Becky Chopek Wilson asked us, “I have two questions: 1. Would having Zapier make Agent CRM work better in any way? 2. Is there any way to make my client intake form auto fill into a new contact?” “1. The way that Zapier makes Agent…