Phil Reames asked us, “Is there a way for me to export workflows to share and campaigns that I have created to share with others?” “Right now the only way to do that is for us to create a snapshot, and then import that snapshot…
Phil Reames asked us, “I need to update the State field for a bunch of contacts. How do I do that? I can go into contacts and get a list of the people I need to update but I don’t see a way to do…
Damon Jimenez asked us, “Are we able to add a small YouTube clip onto a form?” “Absolutely, you add a Video element and then just paste in the YouTube URL. It’s setup for that already, it’s easy to plug in 🙂 You have to add…
Erna Cabuguas asked us, “Hi, question, in a Campaign there’s a multi Users assigned in that Campaign, then in it’s content setup as an SMS, the customized field for User name is there, will it just filter the name of the User assigned to a…
Cyrus Herndon asked us, “How to setup automation to forward incoming texts to another number?” “Here is the loom video: https://www.loom.com/share/4051f4def9f54d40a04f5530a331c129” FB Reference: https://www.facebook.com/groups/agentcrmcommunity/posts/545994153996985/
Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Customer Relation Management can be what makes or breaks a business. Businesses now need to take care of their existing customers and find new customers for their businesses to thrive. Finding and managing new leads and converting them into potential clients, buyers, and sales is…
Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…