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How to enable Google Email Two-Way Sync

BGadmin May 11, 2023

1 Min Read

Uncategorized

How to enable Google Email Two-Way Sync

BGadmin May 10, 2023

1 Min Read

How to enable Google Email Two-Way Sync Print What is Email Two way sync? Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts…

Does Two-way sync only work with individual emails or bulk emails and workflows?

BGadmin May 10, 2023

1 Min Read

How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Bulk Email: If the…

Other functionalities for both Outlook and Gmail Two-Way Sync

BGadmin May 10, 2023

1 Min Read

Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between…

Should we authenticate our domain in SendGrid?

BGadmin May 9, 2023

1 Min Read

Jon Jordan asked us, “Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS.” “No need, you can just add senders, verify them, and use them as senders on all of your emails going out.”

How to add “county” as a field to map to?

BGadmin May 3, 2023

1 Min Read

Kevin Mason asked us, “Trying to import some leads from a .csv. My .csv has a “county” field that I’d like to import but I don’t see a “county” field in the drop-down to map to. How do I add “county” as a field to…

Software

Question regarding sending out texts to contacts thru the CRM, is there a way to do it and it comes from my actual cell phone number?

BGadmin April 26, 2023

1 Min Read

Deb Spaulding asked us, “I’m new to Agent CRM and have a question regarding sending out texts to contacts thru the CRM… is there a way to do it and it comes from my actual cell phone number?” “In order to begin sending text messages…

Phone and Text

Is the 2-way email response direct to Gmail upgrade in effect yet?

BGadmin April 17, 2023

1 Min Read

Greg Crawford asked us, “Is the 2-way email response direct to Gmail upgrade in effect yet?” “It will be live soon! We’ll make an announcement when it’s up. We’ll have two-way sync live in Gmail and Outlook! “

5 Essential Features You Need To See In Real Estate CRM

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BGadmin April 15, 2023

3 Min Read

In the real estate industry, customer relationship management (CRM) systems have become essential tools for managing customer interactions and sales processes. A real estate CRM can help agents and brokers streamline their business operations and maximize their productivity. However, not all CRM systems are created…

Software

How do I select which phone number to send the SMS from?

BGadmin April 13, 2023

1 Min Read

Justan Pavone asked us, “When sending out SMS I have 3 numbers 1 for each state. How do I select which phone number to send the SMS from?” “You can assign your phone numbers to a different user in order to use your desired phone…

Phone and Text

Is there a way to create a file/folder for each state when I upload my contacts daily?

BGadmin April 13, 2023

1 Min Read

Justan Pavone asked us, “Question: I have leads in 3 different states. Is there a way to create a file/folder for each state when I upload my contacts daily? Not sure if I missed it somewhere but the help library doesn’t seems to provide the…

Uncategorized

Add a Signature Field to Your Form (Agent CRM DocuSign Replacement)

BGadmin April 11, 2023

1 Min Read

In this tutorial, we’ll show you how to use the signature custom field and how it can be used in forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey First, go to the Form Builder (or Survey Builder)….

Forms & Surveys

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How to enable Google Email Two-Way Sync

How to enable Google Email Two-Way Sync

How to enable Google Email Two-Way Sync

How to enable Google Email Two-Way Sync

Does Two-way sync only work with individual emails or bulk emails and workflows?

Does Two-way sync only work with individual emails or bulk emails and workflows?

Other functionalities for both Outlook and Gmail Two-Way Sync

Other functionalities for both Outlook and Gmail Two-Way Sync

Should we authenticate our domain in SendGrid?

Should we authenticate our domain in SendGrid?

How to add “county” as a field to map to?

How to add “county” as a field to map to?

Question regarding sending out texts to contacts thru the CRM, is there a way to do it and it comes from my actual cell phone number?

Question regarding sending out texts to contacts thru the CRM, is there a way to do it and it comes from my actual cell phone number?

Is the 2-way email response direct to Gmail upgrade in effect yet?

Is the 2-way email response direct to Gmail upgrade in effect yet?

5 Essential Features You Need To See In Real Estate CRM

How do I select which phone number to send the SMS from?

How do I select which phone number to send the SMS from?

Is there a way to create a file/folder for each state when I upload my contacts daily?

Is there a way to create a file/folder for each state when I upload my contacts daily?

Add a Signature Field to Your Form (Agent CRM DocuSign Replacement)

Add a Signature Field to Your Form (Agent CRM DocuSign Replacement)

How do I create a message section to a form?

Why is there a $10 reoccurring charge on my account?

What’s the most effective way to add new clients so I could text and email the lists on a regular basis?

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