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Agent CRM Support
1 Min Read

Mamtha Kondamadugula asked us, “Hi, I have created a funnel(funnel update) in Agent CRM and purchased a domain in Godaddy with the name of insuracelife.com. Though I linked the funnel to that domain, I am not able to see that funnel either with the below…

Agent CRM Support
1 Min Read

Lee Kendrick asked us, “Which course or video should I watch… to learn how to run an ad that just uses a Facebook survey funnel? I saw an ad that caught my eye (within my industry)… and like the ease of it. I realize that…

Agent CRM Support
1 Min Read

Brittni Leann Hernandez asked us, “what’s the difference between optimizing for availability and equal distribution? if it is equal distribution does it go off staff availability or what can I get some clarification on that? Also for internal notifications if that is an SMS to…

Agent CRM Support
1 Min Read

Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA” “Yes go to workflow and download your field (insurance,…

Agent CRM Support
1 Min Read

Johanna Cabrera asked us, “Good afternoon , I hope everyone is fine !! I have a question can i link multiple stripe and PayPal accounts to my agentcrm account or is it only one of each ??” “We can only link one stripe customer account…