fbpx

Press ESC to close

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…

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…