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Phone and Text

122 Articles
BGadmin
1 Min Read

Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?”   “If you want any of the automation to work, you’ll have to…

BGadmin
1 Min Read

Dan X Nguyen asked us, “Branning Group Support since Agent CRM cannot handle incoming calls without the mobile app, what set up would you recommend for overseas teams (assuming they don’t want to use their mobile phone) to handle incoming calls?” “Currently we don’t have…

BGadmin
1 Min Read

Paul VanThof asked us, “I scheduled a workflow to text 100 people yesterday and the texts are not showing up in my conversations. It says the bulk action was completed. I sent the workflow text to myself and it shows up. How do I know…

BGadmin
1 Min Read

A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?”   ” If you’ll be adding your leads to the…