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Getting Started

41 Articles
BGadmin
1 Min Read

Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…

BGadmin
1 Min Read

Greg Crawford asked us, “QUESTION: How do you use your domain for your landing pages without disrupting my main site on WordPress? I connected my domain to Agent CRM but then my www.mainsite was redirecting to a landing page inside Agent CRM.” “Use sub-domains for…

BGadmin
1 Min Read

Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…

BGadmin
1 Min Read

We’re excited to introduce Agha, our newest support team member! He joins us as a project manager with extensive experience in the technology industry. With his help, we’ll be able to provide even better support to our clients as they transition to using Marketing+. Give him a warm welcome the next time you see him in the support forums!

BGadmin
1 Min Read

Walker Akers asked us, “Hey y’all. Brand brand new agent here. Just trying to kickstart my career! I just purchased the CRm and at the same time I purchased the Facebook ads mastery and the giveaway funnel boot camp. Where do I find those videos…

BGadmin
1 Min Read

Justin Asked us, “AFFILIATES!! – Do you have any suggestions that has worked in regards to getting more and more people to sign up with this amazing software and platform? I have over 100k contact list and I’d like to know the most effective way…

BGadmin
1 Min Read

Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…