Larry Gatz asked us, “Hi- In triggers, is there a way to add a logic to a condition? I have a trigger to add a client to a pipeline if they have a “Client” Tag, but I want to duplicate the trigger to put the…
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…
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!…
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…
Mahari McTier asked us, “How do I schedule an outbound email to go out at a later date?” “Here’s how you can do that. https://www.branninglibrary.com/…/15145925-send-email…“
Doran Burnside asked us, “I have a funnel set up and a trigger that adds them to a pipeline. Is there a way to add them ass a contact and not an opportunity. Just realized these leads are affecting my close rate and they aren’t…
Brices West asked us, “Could someone tell me how to get the Facebook link at the bottom of the Thank You page to work? I had people try and click it for a test run but it didn’t do anything except take them back to…
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…
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…
Jackie Davis asked us, “Can someone help me add my Calendly link in text template. It won’t hyperlink in the message 🤦🏽♀️” “The text messages don’t have a hyperlink option, just the emails. You’ll need to paste the entire calendar link in the text message….