Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it…
Becky Chopek Wilson asked us, “Built my recruiting workflow and tested it. First text came out great, email was the third one in the sequence. Any idea why it skipped the first two emails.?” “Please watch this loom to understand: https://www.loom.com/share/f7d49eef11fb473daaf2f91601a361d1”
Becky Chopek Wilson asked us, “Is there some way to increase the ring time of the dialer and change the caller ID to my company time?” “As far as the caller ID you can change that using calltransparency.com” “Watch this loom please: https://www.loom.com/share/18671ac99e2c4232b34cc0871fdb0305”
Shonda Observed Johnson asked us, “I need assistance with setting up the system. To import leads and set up automation for email/text/ringlessvoicemail” “Hi! Have you watched the training videos for Agent CRM? If not, here’s the link so you can check it: https://www.branninglibrary.com/courses/agent-crm-training You can…
Mike Harless asked us, “What could be causing this error?” “This error shows when you try to send a text message to a number that has already opt out to your text messaging. You can check this article for more info: https://www.twilio.com/docs/api/errors/21610…”
The Carter Group asked us, “Is it possible to automate messages to my Facebook leads as soon as they come in?” “Yes! You do that using a workflow that’s triggered on a new lead from your Facebook connection 🙂”
Mamtha Kondamadugula asked us, “Hi, Yesterday, I have created facebook business pixel. How long should I wait to get the pixel up and running?? Thanks, Mamatha” “Hi! Your pixel should have been activated instantly. You should be able to place your pixel on any ad…
Erna Cabuguas asked us, “Hi everyone, can someone please help me… The SMS (Texts) shown in the Reporting tab – what does it count? The number of SMS sent automatically in AgentCRM or manual sms sent through app by the user or both? Automation Calls…