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Agent CRM Support
1 Min Read

Franco Stella asked us, “How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar on 5/18 at 6pm at Jims Restaurant and another on 5/20 at 12pm and I…

Agent CRM Support
1 Min Read

Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks”   “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…