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BGadmin
1 Min Read

Samuel Fuenzalida asked us, “Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” “The most…

BGadmin
1 Min Read

Merilyn Jeffs asked us, “Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” “There’s actually a new way of adding leads to your campaigns!…

BGadmin
1 Min Read

Rod Delos Reyes asked us, “Hello, can anyone point me in the right direction, please? I am trying to get my domain verified for Facebook ads but it seems like Agent CRM cannot identify the meta tag that I added. Or am I missing something…

BGadmin
1 Min Read

Kim Montgomery asked us, “Good evening, can not see my questions from survey builder when open giveaway funnel & select edit survey only see survey title no questions. I have followed Ryan’s steps in training videos, Survey title “Getting to Know You”. Please advise. Look…

BGadmin
1 Min Read

Larry Gatz asked us, “OK- so a question… if I’m on the phone with a client and want to book them an appointment, what’s the best way to do it? Through my own calendar page? On their Contact Card? does it matter?” “At the end…