Benjamin A Cobos asked us, “Can we create text templates? For just simple conversations? Like I use canopy connect and would like to create a template that I can just select for a simple text inside agent CRM with out having to copy and paste”

“yes! Definitely! From your Agent CRM dashboard, on the left side menu go to Marketing > Templates > Add Template > Add Text Template.
Let us know if you’ve seen it! 🙂”

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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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