Dwayne Nichols asked us, “Does this system use AI to call the lead list for appointment settings? Or does it use texting to accomplish this type of reach out to the leads list?” “Agent CRM do not have any AI to call leads or do anything….
Josh Richards asked us, “I created my campaign for the power dialer. I have several phone numbers on my profile since I call several different states. If I am using my cell and calling from app how do I select the correct phone number to…
Thomas Ricapito asked us, “Anyone have any tips on this? I’m trying to figure out the best way to alert myself via text message of tasks that I place on specific clients so that I don’t forget to call someone back in a week or…
Greg Crawford asked us, “Is there a way to automate putting a contact in a smart list? I don’t see a trigger for that? I’m updating contacts into my agent CRM that I want to keep in a smart list, not to blend in with…
Phil Remaes asked us, “Is there a way to have the chatbot only active on my home page instead of all pages?” “Yes! Instead of pasting the Chat Widget code into the Body Tracking code of a funnel/website’s settings, just paste it on Footer Code…
Kent Biswanger asked us, “I’m trying to secure a phone number and there are only 3 area codes to choose from. Is there a way to create an account directly with the 3rd party you are using?” “Yes! You can visit and sign up at…
Monique Doss asked us, “I am trying to figure out how to change my payment method in my account. Does anyone know how?” “There are 2 places to change your payment method on file with us. 1) Monthly Subscription: To update your payment method for…
Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…