Original Question:
Wesley Raymond Ging asked:
“Can I take phone calls on the app from Agent CRM on my cell phone?”
Answer:
You can make calls from the Agent CRM app on your phone, but you cannot receive incoming calls directly in the app.
However, you can forward your Agent CRM number to your cell phone so that all incoming calls are automatically redirected to your personal device.
How to Forward Incoming Calls to Your Cell Phone
- Go to Settings > Phone Numbers
- Find your Agent CRM phone number
- Click “Edit”
- In the “Forward Calls To” field, enter your cell phone number
- Click “Save”
Now, any call made to your Agent CRM phone number will be forwarded to your personal phone, allowing you to receive all inbound calls without logging into the CRM app.
Wesley Raymond Ging asked:
“Is there a way to set it up so if I receive a forwarded call from the app, I know where it came from?”
Answer:
Yes, there is a setting that ensures you can instantly recognize calls forwarded from Agent CRM.
By enabling “Pass Called Number as Caller ID,” all forwarded calls will appear as your Agent CRM phone number, rather than the original caller’s number.
How to Enable Caller ID for Forwarded Calls
- Go to Settings > Phone Numbers
- Find your Agent CRM phone number
- Turn on “Pass Called Number as Caller ID”
- Click “Save”
Now, whenever you receive a forwarded call, it will display your Agent CRM phone number as the caller ID instead of the client’s number.
To make it even easier, save your Agent CRM number as a contact in your phone. That way, when you see your CRM number pop up, you’ll immediately know the call is coming through the system.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these blog posts:
- Importing Leads with Agent CRM: Step-by-Step Guide
- Mastering Client Retention: Strategies for Insurance Agents
- Agent CRM’s New Annuity Branning Bundle Helps You Sell Annuities on Autopilot
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
Insurance Pipelines – Track & Automate Stages
