Naeem Johnson Jr. Asked: “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the CRM? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” The Answer…
Brian McIntosh Asked: “I created my funnels and added the domains. Now my website URL goes directly to the opt-in page for my funnel. How do I undo that?” The Solution If your website URL is automatically redirecting to your opt-in page, it’s likely because…
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Becky Chopek Wilson Asked: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…
Howard Ong Asked: “I want to power dial leads first. To power dial imported leads first, do I set up a campaign first to use the power dialer? Then, for leads that do not answer the phone, I want to redial them every 4 hours…
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Jamie Hourahan Asked: “I want to know if wiring Agent CRM to HubSpot is possible with Zapier? If so, where can I get the API Key?” The Answer Yes! Agent CRM does integrate with Zapier, allowing you to connect it with HubSpot and automate workflows…
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…
Life N Health 365 Asked: “Giveaway funnel ending tomorrow—any suggestions on announcement format other than Facebook Live? Not especially wanting to go live, any suggestions on time of day?” The Answer You don’t have to go live on Facebook to announce the winner! Instead, you…