Damon Jimenez asked us, “Where do chat bot messages go?” “All chat widget messages will show up in the conversations tab. It will automatically create a new contact if they’re not yet in your account. You can set up a workflow that will notify you…
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Phil Remaes asked us, “Is there a way to have the chatbot only active on my home page instead of all pages?” “Yes! Instead of pasting the Chat Widget code into the Body Tracking code of a funnel/website’s settings, just paste it on Footer Code…
Monique Doss asked us, “I am trying to figure out how to change my payment method in my account. Does anyone know how?” “There are 2 places to change your payment method on file with us. 1) Monthly Subscription: To update your payment method for…
Brandy Murray asked us, “Does anyone know how to update opportunity card info ?” “Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?” Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so…
Anh Tran asked us, “How does the site pages work on agent crm? Are they very similar to google site pages?” “The layout of Agent CRM websites and Google Sites are much different. The layout/building process of Agent CRM websites is very similar to the…
The Gilbert Agency asked us, “Is there a way to recover bulk deletions?” “You can recover 30 deleted contacts at a time. ? To do this, you will go to Contacts > Restore, then click the checkbox above all the records and click “Restore.”
Low Cost Tristate LLC asked us, “Is there a link to pay your subscription if you want to pay the year in full?” “http://annual.agent-crm.com/“
Wes Obana sked us, “If you forget to tag an upload is there a way to go back and bulk tag them all?” “You can always re-upload the list and add a tag on the end. Just make sure your Duplicate strategy is updating empty…
Jacqueline Famluv asked us, “What features in Agent CRM replace Constant Contact?” “Constant Contact is commonly used for mass email marketing and creating landing pages, but the features are limited depending on how much you pay every month. Agent CRM replaces Constant Contact by offering…
Wesley Raymond Ging asked us, “does each funnel need a separate domain?” “It’s not necessary, but it’s wise to use a domain on every funnel.”