Allan Cruickshank Asked: “Where can I find out more info regarding the Annuity Giveaway Funnel? Thanks.” The Answer: The Annuity Giveaway Funnel follows the same structure as any other Giveaway Funnel but is strategically tailored to attract affluent prospects and gather valuable information for your…
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…
Colleen Dilks Strube Asked: “My funnel is coming along great; however, when I look at it on my phone, it shows the sample text, not what I updated. Is there a setting I’m missing?” The Answer: It sounds like your funnel might be using mobile-only…
Tillman Mosley Asked: “On the Social Magnet platform, I am currently connected to 5 social platforms. If I would like to add another social platform, will I need to upgrade or purchase another account?” The Answer: The Social Magnet platform is now integrated into Agent…
Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Don Raines Asked: “By chance, is there a good asking-for-referral template for emails to link the referral funnel to?” The Answer: Yes, we have pre-written referral campaigns included in our Click-and-Play Campaigns! These templates are designed to make it easy for you to request referrals…
Mike Mahurin Asked: “I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?” The Answer:…
Kevin Lyles Asked: “Is there a calendar scheduling link I can send out to prospective clients, or do I have to create a landing page with my calendar form?” The Answer: You can do either! Agent CRM gives you the flexibility to send a direct…
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…
Wesley Raymond Ging Asked: “Is there a way to fill in this data one time and have it auto-populate? How do I connect it to the social media buttons at the bottom?” The Answer: Yes, you can set up auto-population for your data in Agent…