Ross Cathie Asked: "Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client's birthday?" The Answer: Yes, you can ...
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Charles Atkinson Asked: "Is there an affiliate link we can send out for others interested in Agent CRM?" The Answer: Yes, you can share a custom affiliate link for Agent ...
Paul J Da Costa Asked: "Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. ...
Manny Martinez Asked: "I manually entered new contacts on the web, but when I search for them in the mobile app, they don't show. I've tried logging out and back ...
TL Priester Asked: "Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks." ...
Charles Atkinson Asked: "Can I create a second profile or child account in Agent CRM? If possible, can I limit the access?" The Answer: Yes, you can create sub-user accounts ...
Rick Ali Asked: "Do you have an option to bring Mini Chat leads into Agent CRM?" The Answer: Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. ...
Access the Campaigns Section: Log in to your Agent CRM account. Navigate to Marketing in the left-hand menu. Click on Campaigns. Create a New Campaign: Click on + New Campaign ...