Original Question: Larry Gatz asked:"Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and ...
Pipelines
33 Articles
Original Question: Stan Bodzick asked us: "Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?" Answer: Currently, it is not ...
Original Question: Kyle Buxton asked us: "Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m ...
Mitch Ashburn Asked: "Is there a way to change pipeline stages from the Opportunities or Contact information page - not the contacts/smart list main page?" The Answer Yes, you can ...
One of the most powerful features of Agent CRM is the ability to automate actions when a lead moves through your pipeline. Setting up triggers based on pipeline stage changes ...
1. Add Leads Manually Navigate to the Contacts Section Log in to Agent CRM and go to Contacts. Select a Lead Click on the name of the lead you want ...
Pipelines are a powerful tool in Agent CRM, helping you visualize and manage your sales process while keeping leads organized. By breaking down your lead journey into clear stages, pipelines ...
Pipelines are a powerful tool in Agent CRM, helping you visualize and manage your sales process while keeping leads organized. By breaking down your lead journey into clear stages, pipelines ...