As a professional in today’s fast-paced world, keeping track of your interactions with clients and prospects is crucial. Not only does it help you stay organized and efficient, but it also plays a vital role in reducing errors and omissions (E&O) insurance claims. In this…
BGadmin
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Are you tired of spending hours every week coordinating appointments with your clients? Do you want to simplify the scheduling process so that you can focus on what really matters? If so, then ScheduleBot is the solution you’ve been waiting for! Just listen to what…
BGadmin
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Are you tired of spending countless hours trying to schedule appointments with potential leads? Do you find that the back-and-forth text messages or calls are inefficient and time-consuming? Look no further than ScheduleBot, the innovative AI appointment scheduling tool that will revolutionize your workflow. As…
BGadmin
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How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Bulk Email: If the…
BGadmin
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Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between…
BGadmin
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Deb Spaulding asked us, “I’m new to Agent CRM and have a question regarding sending out texts to contacts thru the CRM… is there a way to do it and it comes from my actual cell phone number?” “In order to begin sending text messages…