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…
Don Raines Asked: “Are there ads or a campaign for social media designed for high-end clients? IULs, etc.?” The Answer Yes! All of our pre-built ad campaigns can be used to target high-net-worth clients, such as those looking for Indexed Universal Life (IUL) insurance, retirement…
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…
David Facer Asked: “Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?” The Answer Yes! You can set up a drip email campaign…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…
Chris Egbedi Asked: “Is there anything for mortgage protection?” The Answer Yes! Agent CRM offers a comprehensive Mortgage Protection content package that you can have added to your account at no additional cost. Here’s how to get it: How to Request the Mortgage Protection Content…