Mark Perrill asked us, “FB question. I’m trying to ad my FB page to my business manager. When I paste the url for my personal page into the “ad page” window, nothing happens. It doesn’t find my page. Anyone know how to solve this? I…
Sandra Quinn-Bailey asked us, “Hello, how do you show a family in the CRM? I have the mother & father as contacts but how do you show their children? If I show the parent as a contact & the child as an opportunity, I get…
Erna Cabuguas asked us, “Hi, can someone help me please… We are using campaigns, and just want to know if the campaign workflows can be tracked, is there a way to do it? Where to check? Also for the sms/texts, where exactly are they tracked…
Mark Perrill asked us, “I’m editing an SMS message in a workflow. Can I embed a link to my calendar in a work or do I just paste the entire link in the SMS message? The link is pretty long.” “You can paste the entire…
Mark Perrill asked us, “Agent CRM seems to be tilted more towards agents who sell via the phone versus in-person sales. How are in-person agents using the “schedule a call” feature to their advantage. Or maybe I’m just wrong because I’m new and haven’t used…
Eva Jean asked us, “Can you 3 way call from the dealer?” “Yes! When calling from the dialer, you can use the Warm Transfer option to do a 3-way call! For more info, you can click the Help Library from your Agent CRM, it is…
De Jay Devore asked us, “Quick question, how much per call to use the power dialer? Thank you” “It’s a cost per minute – the rates are super low they’re listed here: http://branningsupport.com/phone“
Bruce Kuczinski asked us, “Is it possible to add a survey to an email in a campaign?” “You can take them to a funnel page with the survey, or if it’s a single-question you can use trigger links to track their answers”