Ton Franklin asked us, “Can I add staff members’ email addresses to SendGrid and have CRM send from them?” “Yes! You can log in to your own Sendgrid account by using the details on the “Sendgrid Credentials” tab on your Agent CRM’s left-side menu. Once…
Are you tired of missing out on potential clients because you can’t respond to their inquiries quickly enough? Do you want to improve your speed-to-lead and increase your chances of converting leads into customers? If so, then ScheduleBot is the tool you need! With ScheduleBot,…
Roxanne McCallister asked us, “Can Agent CRM integrate with RingCentral?” “Not directly. But since both platforms are available on Zapier, then you can connect them.”
Roxanne McCallister asked us, “Can Agent CRM integrate with RingCentral?” “Not directly. But since both platforms are available on Zapier, then you can connect them.”
As a professional in today’s fast-paced world, keeping track of your interactions with clients and prospects is crucial. Not only does it help you stay organized and efficient, but it also plays a vital role in reducing errors and omissions (E&O) insurance claims. In this…
Are you tired of spending hours every week coordinating appointments with your clients? Do you want to simplify the scheduling process so that you can focus on what really matters? If so, then ScheduleBot is the solution you’ve been waiting for! Just listen to what…
Are you tired of spending countless hours trying to schedule appointments with potential leads? Do you find that the back-and-forth text messages or calls are inefficient and time-consuming? Look no further than ScheduleBot, the innovative AI appointment scheduling tool that will revolutionize your workflow. As…
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…
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…