Cyrus Herndon asked us, "How to setup automation to forward incoming texts to another number?" "Here is the loom video: https://www.loom.com/share/4051f4def9f54d40a04f5530a331c129" FB Reference: https://www.facebook.com/groups/agentcrmcommunity/posts/545994153996985/
Phone and Text
199 Articles
Becky Chopek Wilson asked us, "Is there any way to have an order to the custom fields? They are all over the place and I would like to be able ...
Timothy Milks asked us, "I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband ...
Leo Luna asked us, "Hello, I wanted to know if we are able to call out leads multiple times within the power dialer without it automatically going to the next ...
Deborah Lynne Pope asked us, "Can you send a video through SMS?" "Yes! You can, I use Agent CRM to send video messages. I load them up in the mobile ...
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 ...
Tena Smith Gifford asked us, "is there a way to send a daily message out to a set of referral partners?" "Yes! You can create a workflow with email/SMS on ...
Omar Richardson asked us, "Is there a way to end or reroute a workflow if a step fails i.e. text/doesn't send?" "That would actually depend on what you are trying ...