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Agent CRM Team

855 Articles

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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If this is on, the user will hear a ringing tone as the calls are being made. If a user has Hold Music on and Ringing Tone on, then the user will hear the hold music in between the calls and the ringing tone while…

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This setting protects you from making calls too early or too late. Phone numbers will be skipped if their current local time falls outside this range. Example: You are in California (PT timezone) and have Time Zone protection set from 8:00 AM to 9:00 PM….

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Adding a New Voicemail Voicemail messages are a message that you would like to easily share with your contacts. You can add a voicemail by clicking on the “Add New Message” button. These voicemails can be created doing one of the following: Upload an Audio…

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When you are using multiple lines, you can give your call recipients. This is a way to opt out from being contacted by you in the future. Under the General Settings tab, you will find an “IVR Opt-Out” toggle. When you turn this on and…

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Adding/Verify a number When you click “Add Personal Number” you will see a pop-up modal that says “Enter the phone number you’d like to add, then click “Call” or “Text”. We’ll send you a verification code you’ll need to enter on the next screen.” Call…

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You can add numbers to your Do Not Call List to avoid contacting them in the future. Recipients may also add themselves to your Do Not Call List via SMS or IVR opt-out if it is enabled (see IVR Opt-out). If you are using our…

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When you first connect to the dialer, you will be asked if you would like to use “Computer Audio” or “Dial In”. After you make your selection you will be able to save this preference by checking the “Save preference”. If you are going to…

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If you turn on either option of call recording, you will first see a modal that states, “ You are responsible for your own compliance. Please follow all appropriate State and Federal laws as it relates to recording phone calls. It is generally recommended to…