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25 Articles
BGadmin
1 Min Read

Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…

BGadmin
1 Min Read

Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic…

Agent CRM Support
1 Min Read

Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA” “Yes go to workflow and download your field (insurance,…