Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone?
I don’t know if you need any software info from the agency.”
“We probably can (depends on how nice the other software plays with others), but it would require an hour of our expert help.
You can start the process by going to http://dfy.agent-crm.com and talking to LaMaya
If we cannot do it then you would get a refund of the time that you purchased￼”