Phil Reames asked us, “As was pointed out in the newsletter today, we can record outgoing calls with Agent-CRM. Can we record incoming calls as well?” “Yes, incoming calls can be recorded as well.😁 They are in the conversations. Yes, you can download the recordings.”
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…
Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
Micah Metcalf asked us, “Is anyone else struggling with the fact that the CRM no longer removes the manual action call from the power dialer when the contact is removed from a workflow? Is there any way to work around this other than having to…
Johanna Cabrera asked us, “Good afternoon , how i can create an affiliate program ?? Is there any training about this ?” “Hi! It’s so exciting to hear you are interested in the affiliate program. You can start by signing up here: https://affiliates.branninggroup.com/ then get…
Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“
Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…
Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the workflow to send directions and reminders based on appointment date.” “Hi! Yes, there’s a way…
Tom May, Licensed Insurance Agent asked us, “I’m sure this is covered in the training, but I’m wondering if any of you guys have come up with a call script or just an effective segue during that initial conversation with a giveaway entrant from the…
Andrew Poeng asked us, “Is it possible to add multiple phone numbers to contacts? I.E. Home phone and Cell Phone?” “Yes, that’s possible. You just need to add a custom field (Settings > Custom Fields). Let me know if that works for you! 😉”