Chris Gallagher asked us, “Technical Question: I am creating three different email lists for three companies I own using various “tags.” However, how do I send emails to those lists under different email addresses? Example: #1 List – Ministry sent under one email address #2…
Erna Cabuguas asked us, “Hi can someone show me how to disable the VoiceMail in call whisper.. – If the User does not answer the whisper call, can we turn off the VoiceMail that the Whisper call leaves, they don’t have to be saved to…
Geneava Danielson asked us, “When in a dial session, if we have multiple phone numbers from agent crm, is there a way to use the phone number associated with the area code of the lead we are dialing or does it only call from one…
Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
Jon Jordan asked us, “Are there any webinar integrations or recommendations?” “Technically you can run a webinar within the Agent CRM platform 1) You can connect your zoom account for a live webinar 2) You can record your webinar, then set up a funnel so…
Phil Reames asked us, “when I make calls using the Agent CRM number there is a recoding that they hear that says this call may be recorded, etc. Is there any way to get rid of that message?” “You can go to Settings>>Phone Number>>Click the…
AVZ Benefit Solutions asked us, “How does the Custom Field “File Upload” work? Can the contact and/or user upload a file? How can it be used with mail templates?” “I just created a loom video for you explaining this in detail: https://www.loom.com/share/6e00339bc2ab43ec9791dd0d7404276d Thanks”
Jon Jordan asked us, “I am having trouble finding the email notification settings. I receive email notifications when I receive text messages but don’t want to receive email notifications. Where in the settings do I turn that off?” “Thanks for providing that information! We have…