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! 😉”
Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone? I don’t know if you need any software info from the agency.” “We probably can (depends on how…
Sandra Quinn-Bailey asked us, “Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you” “Yes you can connect your outlook calendar now :)” “Go to Settings >> Profile and scroll down. You’ll…
Titus Lennon Jr asked us, “Hi, so it’s been a while since I signed up for Agent CRM. So I’m a bit confused. Why is there a $10 reoccurring charge on my account? I understand to use Agent CRM. What’s the $10 charge? What else…
Jose Brooks asked us, “Is there are charge for using the landing pages?” “No 🙂 Grab some from the Click & Play library! We got a bunch!”