Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.”

“You can share your funnels, workflows, all of it – and we can set it up so they get it right away after they use your link.
It doesn’t cost anything to set this up.
Terilee Harrison is the person to talk to so that she can get it set up by our team. She won’t sell you anything, there’s no cost to getting this set up on our end”

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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