Ryan explains how to add your leads from a giveaway funnel to your google sheet in this 3-part series.
In this video, Ryan explains how to set up triggers based on pipeline stage changes.
In this video, Ryan explains how to automatically add leads to your pipeline using triggers.
Pipelines are a powerful tool in Agent CRM, helping you visualize and manage your sales process while keeping leads organized. By breaking down your lead journey into clear stages, pipelines ensure you know exactly where each lead is in your funnel and what actions are…
In this video, Ryan describes the purpose of pipelines and how to use them to keep your leads organized.
Agent CRM currently integrates directly with Google Calendar, creating a seamless connection that syncs appointments and availability. If you use Outlook Calendar, you can still sync it with Agent CRM by first linking Outlook to Google Calendar. This guide outlines the steps to set up…
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
In this video, Ryan explains how to block off time in your calendar.
In this video, Ryan explains how to build a survey within Agent CRM.
In this video, Ryan shows how to build a form in Agent CRM.