Here’s a how-to video to set up a “Hot Transfer” campaign inside Agent CRM, so that the software calls you when a new lead comes in:
Edward Financial Group asked us, “I’m looking to redirect contact and survey question answers to a google sheet. I want it to continue to go into the CRM but also to a separate google sheet. Can you show me how?” “Zapier is going to be…
Wesley Raymond Ging asked us, “Who has a workflow for aged leads that you have gotten of a list? I’m getting writers block today ?” “Have you grabbed our email swipe file? We have copy-and-paste emails for aged leads http://emailswipefile.live/“
Charles Atkinson asked us, “Will Agent CRM add reputation builder?” “Hello everyone! We do have a Reputation tab included in Agent CRM. ? You will find this by going to Settings > Reputation. (See attached image) This page allows you to create your standard Review…
Julio C Garcia asked us, “Hi ? , how can I have the customer select the type of meeting he /she would like to have with me when scheduling? like if they prefer a PHONE CALL or a ZOOM MEETING? is this available?” “You can…
Jeremiah Nolen asked us, “I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the Info. Anyway I can have that info or maybe just the link to their form attach to…