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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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We maintain records of all the calls you place for a rolling three months. You can do the following on this tab: Search – Search a number to see your history for a specific number Date – Date that you dialed the number. Number –…

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Adding a New Callback Callback messages are a message that you would like to use when someone answers a call you can’t immediately answer. You can add a callback by clicking on the “Add New Message” button. These callbacks can be created doing one of…

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This is the sound that you will hear when the receiver first answers the phone. If the user has selected ‘bell’, then they will hear a bell chime when the receiver answers the phone. Steps for setup: Go to General Settings tab Click on the…

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1. Claim a number When you get you first open the SMS tool, you will be prompted to select a new number. You will be able to search through a list of available numbers. Once you have found the number you would like to use,…