Rick Lopez Asked: “Can I add/manage users in CRM? I’m looking to give one of my agents access.” The Answer Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started: Step-by-Step…
Charmagne Preston Asked: “Do you all have Medicare ad copy for people turning 65?” The Answer Yes! Our Medicare Facebook Ad Kit includes ready-to-use ad copy specifically designed for people turning 65. This kit helps you target Medicare prospects effectively and simplifies your ad creation…
Charmagne Preston Asked: “Does Pack My Calendar cover Medicare info?” The Answer No, the Pack My Calendar course does not include specific Medicare information. Instead, this course focuses on teaching you how to: Set up a funnel Launch ads Attract prospects to watch your webinar…
Jacqueline Famluv Asked: “Other than clicking on the next call button, how do you automatically move through calls? Is there a way to change that so once you have completed a call, it immediately dials the next number without the wait or clicking on ‘next…
Tom May Asked: “How do I bulk remove leads from a campaign?” The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead…
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…
All Brands Health Advocates LLC Asked: “I purchased the Facebook Ad bundle and have the Agent CRM software. Where do I find the bundle added to my account?” You can access your Facebook Ad Bundle through the Branning Library. Here’s how: Step-by-Step Guide Log In…
Wes Obana Asked: “Where do I find the appointment confirmation email in the CRM?” The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: Step-by-Step Guide Go to the Marketing Tab: Navigate to Marketing from the left-hand menu. Open…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Mohammad Azher Asked: “So, I have a VA who’s ready to run our FB ads campaign for all kinds of insurance. Alex Branning, where can we get ad images and copy? Please advise. (Note: we asked for help with final expense, and your team is…