Charlie Schrantz Asked: “Where do I go to TURN ON call recordings on all calls inbound and outbound for me and all my team members?” The Answer: To enable call recordings for both inbound and outbound calls in Agent CRM, follow these steps: Navigate to…
Wesley Raymond Ging Asked: “Does each funnel need a separate domain?” The Answer: It’s not strictly necessary for each funnel to have its own domain, but it’s highly recommended to assign a unique domain or subdomain to every funnel. Doing so helps improve branding, tracking…
Roger Bickley Asked: “Is there a direct link to the Calendar?” The Answer: Yes, Agent CRM provides a direct link to your calendar, which you can easily copy and share. However, we highly recommend using the Calendar Funnel for a more professional and engaging user…
Thomas Graybeal Asked: “The leads coming in are overwhelming my business email. I created a special email for the leads to come into now. But I can’t figure out how to change the email in Agent CRM that my leads are sent to. Any help…
Mike Mahurin Asked: “I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created &…
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…