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…
Erna Cabuguas asked us, “Hi, question.. Is there a way to track outbound sms? Thanks…” ” Unfortunately a sms message sent won’t show if it has been opened or not.”
Greg Crawford asked us, “I signed up for Mailbox power Alex Branning, how do I get the Branning group folder installed? Is that on Mailbox power team?” “Yes, they will add a folder to your account. Let them know that you signed up using our…
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…
Pauline Cote Kalil asked us, “Hello! is there a way & if so, how do I cancel a “workflow”?” “Hi! not sure if I understood your question correctly. But, there are several ways to cancel a workflow. One is you can remove/stop a workflow from…
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…
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,…
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…
Liam O’Brien asked us, “Why AgentCRM vs ZohoCRM?” “I have the perfect comparison article for you. 🙂 You can read it here: https://branninggroup.freshdesk.com/…/65000181268-agent… If you’d like, you can check out more comparisons here: https://branninggroup.freshdesk.com/…/folders/65000156333“
Antonio Reyes asked us, “Hey! Im having an issue when i book an appointment, it is not sending the text notifications to my lead anymore…maybe something got unflugged?? It does show on my calendar but its not being send to the client” “Everyone includes this…