Tom May Asked: "How do I bulk remove leads from a campaign?" The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. ...
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Bruce Kuczinski Asked: "Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It ...
All Brands Health Advocates LLC Asked: "I purchased the Facebook Ad bundle and have the Agent CRM software. Where do I find the bundle added to my account?" You can ...
Wes Obana Asked: "Where do I find the appointment confirmation email in the CRM?" The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: ...
Mohammad Azher Asked: "So, I have a VA who’s ready to run our FB ads campaign for all kinds of insurance. Alex Branning, where can we get ad images and ...
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 ...
Mike Mahurin Asked: "My Outback Steakhouse Giveaway ends on Friday 6/18, and I want to go on Facebook Live to give the prize away. The training in the library has ...
Greg Crawford Asked: "Does Agent CRM integrate with Zapier?" The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to ...