Rozalyn Fisher Asked:

“Is there a way to share funnels with other Agent CRM users that are not in your agency or account?”

The Answer:

Yes, you can share funnels with other Agent CRM users outside your agency or account. However, this requires a manual setup process managed by our team. Here’s how you can share your funnels and even create a snapshot for seamless sharing with referred users.


Step-by-Step Guide to Sharing Funnels

1. Request Funnel Sharing

To share your funnels with other Agent CRM users:

  • Reach out to our support with:
    • The name(s) of the funnel(s) you want to share.
    • The contact information (name and email) of the Agent CRM user you want to share them with.

Our team will handle the transfer process and notify both you and the recipient when it’s complete.

2. Create a Snapshot for Referrals

If you regularly refer people to Agent CRM and want them to access your funnels and campaigns automatically, we can create a snapshot for you. A snapshot is a pre-configured setup that includes:

  • Funnels
  • Campaigns
  • Workflows

How to Request a Snapshot:

  • Contact us through one of our support channels and provide:
    • A list of the funnels and campaigns to include in the snapshot.
    • Confirmation that this snapshot should be available to referred users.

Benefits of Sharing Funnels via Snapshots

  1. Save Time: Referred users can start with pre-built funnels and campaigns, reducing their setup time.
  2. Ensure Consistency: Snapshots replicate your successful systems, helping others achieve similar results.
  3. Enhance Collaboration: Sharing funnels fosters collaboration and support among Agent CRM users.

Pro Tips for Funnel Sharing

  • Keep Funnels Organized: Before requesting a transfer or snapshot, review and name your funnels clearly to avoid confusion.
  • Communicate with Recipients: Let the recipient know what’s included in the funnel and how to use it effectively.
  • Test Snapshots: If using a snapshot, test it thoroughly to ensure all elements (funnels, campaigns, workflows) work as intended.

Learn More

For more on Agent CRM, explore these resources:

You can also see our Youtube channel for more beneficial resources