Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Mitch Ashburn Asked: “I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?” The Answer: Setting up a campaign in drip…
Keith Cobb Asked: “Is a Privacy Policy needed for a Facebook lead form?” The Answer: Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their…
Charmagne Preston Asked: “Is there a way to get paid for referring Agent CRM to people?” The Answer: Absolutely! Agent CRM offers an affiliate program that allows you to earn commissions for referring new users. Here’s how to get started: Step 1: Sign Up for…
Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…
Colleen Dilks Strube Asked: “I created a calendar and funnel for my Strategic Connection Hour Fridays at 10am ET, limiting it to 25 people, which seems to be working. I now want to do a challenge twice a month with unlimited signups. What would be…
Charles Atkinson Asked: “Is there an affiliate link we can send out for others interested in Agent CRM?” The Answer: Yes, you can share a custom affiliate link for Agent CRM! Follow these steps to get started: Step 1: Sign Up as an Affiliate Visit…
Paul J Da Costa Asked: “Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system;…
Bruce Kuczinski Asked: “How can I find a list of contacts added to a campaign?” The Answer: You can easily locate a list of contacts added to a campaign directly within Agent CRM. Follow these simple steps to access this information: Step-by-Step Guide Go to…
Manny Martinez Asked: “I manually entered new contacts on the web, but when I search for them in the mobile app, they don’t show. I’ve tried logging out and back in, but that didn’t work. Why aren’t all my contacts being found on the mobile…