William Coventry asked us, “How do you upload contacts into the Agent CRM tool? And do you have a campaign flow set up for old leads that you would like to set up for nuturing? And what about a campaign flow for new leads for a nurturing campaign?”
“This video will show you how to import contacts: https://www.branninglibrary.com/…/29909114-import-contacts
On the lefthand side of your Agent CRM account, you can have campaigns imported into your account by selecting the “NEW: Click & Play” tab.
I suggest importing these two:
– WORKFLOW: Omni Channel Follow Up
– ACTION PLAN: Revive Dead Leads