Mahari McTier asked us, “I sent a referral funnel to clients… where do i find the referrals they send me. Where does the optin go?” “The referrals are created as new contacts. You should also connect a workflow to the funnel so that you’re notified…
Ivan Chapa asked us, “How do I get my Facebook leads to be sent directly to my CRM?” “If you’re getting your leads from a Facebook ad, you can connect your account inside Agent CRM by going to Settings > Integrations. Once it’s connected, map…
Businesses often struggle to understand their customers and create relevant messages that will engage and convert them. Without an effective strategy, companies can send generic emails that lack personalization and relevance, leading to poor customer engagement and low ROI. Targeted emails are a powerful tool…
Dan X Nguyen asked us, “What are the use cases for the a.i. inside Agent CRM? Is there any documentation? I didn’t see anything in the support library.” “AI action which you are talking is not yet live. We are working to Bring AI soon…
Kirstin Elaine MArtin asked us, “I just had a great session with Alyssa, what a star! However, I am trying to connect a smart list to the long form funnel kit she fied for me but it does not appear in the list of workflows….
Ivan Chapa asked us, “How do I get my Facebook leads to be sent directly to my CRM” ” If you’re getting your leads from a Facebook ad. You can connect your account inside Agent CRM by going to Settings > Integrations. Once it’s connected,…
Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…
Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…