Adrian Gillis asked us, "How do I change my email address for my calendar within Agent CRM?" "there you go: https://www.loom.com/share/45bd6578aded4702852b509baf9d4d3a"
Calendar
Health Meets Wealth Insurance asked us, "Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the ...
Sandra Quinn-Bailey asked us, "Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you" "Yes you can ...
Mark Perrill asked us, "Agent CRM seems to be tilted more towards agents who sell via the phone versus in-person sales. How are in-person agents using the "schedule a call" ...
Franco Stella asked us, "How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar ...
Brittni Leann Hernandez asked us, "what's the difference between optimizing for availability and equal distribution? if it is equal distribution does it go off staff availability or what can I ...