Josh Richards asked us, “How easy is it to load the leads into the system for power dialing? Does it have to be a csv or how does it work? Much appreciated.” “Very easy! Your contact list should be in csv form before importing them…
Johanna Cabrera asked us, “Good afternoon, How can i set up a zoom meeting on agent crm” “Here’s an article on how to properly integrate Zoom into your Agent CRM account. https://branninggroup.freshdesk.com/…/65000180491-zoom… It includes how to set up zoom links. Thanks!”
Peter Note asked us, “How do I update the header, the end date, on my giveaway landing page. I’m not able to get to it when I edit the landing page?” “Go to that landing page on your Agent CRM account then click Edit Page….
Gerardo Gonzalez asked us, “Is there a way to change to timezone in the Calendar? All my appointments are set to PST and I am in CST” “I made a short video for you :https://www.loom.com/share/b3e090b16fd042d4ab6148f039767da9 ”
Traudney Byerly asked us, “How can I record and upload voice-mail in Agent CRM? TYIA.” ” I made a video for you: https://www.loom.com/share/eb5b9631655b4ca785c32149c4cd7e5a”
Chris Kundrock asked us, “When someone either reschedules or cancels an appointment is there a way to get a notification? I had one cancel today and I didn’t know about it until hours after I called for the appointment.” “Yes! If you have used the…
Traudney Byerly asked us, “Can Agent CRM help me to create a website, landing page, and funnel for my life insurance business?” “We do have funnel templates ready that you can easily access from your account. On the left side menu, locate the Click &…
Dora A Wysocki asked us, “HELLO Guys, Question: I imported some contacts into my CRM, I forgot to assign Smart List to this list. How to do it with existing list inside CRM?f” “You just need to go to Contacts > Bulk Actions. Look for…