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…
Agent CRM Support
1 Min Read
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“
Agent CRM Support
1 Min Read
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…
Agent CRM Support
1 Min Read
Damon Jimenez asked us, “How do I know which number is being used when I send out mass texts?” “Go to Settings >> Phone Numbers. Whichever number is marked as default on that page will be the one from which outbound messages are sent ?”
Agent CRM Support
1 Min Read
Marquis Haynes asked us, “Is the power dialer in agent crm like a regular dialer? Can I add a script/campaign dnc list? And different agents to a campaign?” “Hey! I’m not sure by your “regular dialer” but here’s a training video about Agent CRM’s power…
Agent CRM Support
1 Min Read
Brittany S Johnson asked us, “Hello, can someone assist me with being able to mark a dnc with a tag? Two other campaigns i did it allowed me too, and now on my third campaign its like that feature disappeared. Thanks” “How do you determine…
Agent CRM Support
1 Min Read
Phil Reames asked us, “How much extra is it per month to add another phone number? Second question, can we get short codes for those numbers?” “It’s $2/month per phone number. Our Twilio plan does not include short codes, however, you could sign up for…