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…
TL Priester Asked: “Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.” The Answer: To ensure your sales figures appear on your Agent CRM dashboard, you need…
Charles Atkinson Asked: “Can I create a second profile or child account in Agent CRM? If possible, can I limit the access?” The Answer: Yes, you can create sub-user accounts in Agent CRM and customize their access permissions to align with their roles. How to…
Rick Ali Asked: “Do you have an option to bring Mini Chat leads into Agent CRM?” The Answer: Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. This integration allows for seamless automation of lead transfers between platforms. How to Integrate Mini…
Ignacio Maurino Asked:All Posts “Hi team! How do I connect the giveaways funnel or any funnel to a Facebook conversion campaign?” The Answer: Connecting your giveaways funnel, or any funnel, to a Facebook conversion campaign involves integrating your funnel with Facebook’s advertising tools to effectively…
Access the Campaigns Section: Log in to your Agent CRM account. Navigate to Marketing in the left-hand menu. Click on Campaigns. Create a New Campaign: Click on + New Campaign to start a new campaign. Name your campaign appropriately for easy identification. Add a Voicemail…
While Agent CRM doesn’t currently offer a dedicated commissions tracking feature, you can utilize its existing tools to monitor sales and lead values within your team. Here’s how: Using Agent CRM for Commissions Tracking Assign Lead Values in Opportunities: Within the Opportunities section, assign a…
Dealing with no-show appointments can be challenging, but implementing a structured follow-up process can help re-engage clients and reduce future no-shows. Recommended Follow-Up Approach Initiate a Follow-Up Campaign: Add the client to a dedicated follow-up campaign within Agent CRM. Craft Personalized Messages: Send a combination…