Jeremiah Nolen Asked:
“Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.”
The Answer
Upgrading to a Team Account in Agent CRM gives you expanded features, including:
✅ 3 Phone Numbers for your team
✅ 300 Hours (18,000 Minutes) of Usage
✅ Team Calendar Setup
✅ Additional User Access
Time is calculated as follows:
- 1 text message = 1 minute
- Call minutes are counted per actual call duration
(e.g., a 5-minute call = 5 minutes deducted from your allowance). - If you exceed 18,000 minutes, additional usage is charged at $0.02 per minute.
How to Upgrade and Set Up Your Team Calendar
1️⃣ Upgrade to a Team Plan
To upgrade, simply reach out to Agent CRM support, and they will update your subscription.
2️⃣ Set Up a Team Calendar
Once upgraded, follow these steps to configure your Team Calendar:
- Go to Settings in Agent CRM.
- Click Calendars and create a new calendar for your team.
- Assign team members to the calendar.
- Set up availability, appointment slots, and notifications for scheduling.
- Click Save & Complete to finalize.
Additional Resources
For more details, check out these blog posts:
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
🔗 Agent CRM Demo – The Go-To Insurance CRM