Tena Smith Gifford asked us, “is there a way to send a daily message out to a set of referral partners?”

“Yes! You can create a workflow with email/SMS on them then add the Wait action in between. You can then set that wait action to a specific time like, wait for 24 hours before the next message goes out. Let us know if you need help with this!”


Email, Phone and Text

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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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