Ivan Chapa asked us, “How do I get my Facebook leads to be sent directly to my CRM” ” If you’re getting your leads from a Facebook ad. You can connect your account inside Agent CRM by going to Settings > Integrations. Once it’s connected,…
Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…
Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
Vasu Mangla asked us, “Hi Can I integrate my existing business phone number with LeadConnector/ Twillio for calls and SMS” “You cannot use your own number in Twilio. Twilio provides the virtual number you can only use those number in Agent-CRM. But yes you can…
Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Art Somma asked us, “Hi, anyone using social magnet, and is it still being updated with new content?” “Social Magnet has moved into Agent CRM (only one login!) and yes it is being updated with new content! Here’s the link to request the Social Planner…
Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?” “If you want any of the automation to work, you’ll have to…
Dan X Nguyen asked us, “Hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Gary for Insurance asked us. “Hey y’all, I made a funnel for a free eBook and created the form to collect name and email information. However, Is there a video I can watch that shows how to have the book sent to their email when…
Greg Crawford asked us, “QUESTION: How do you use your domain for your landing pages without disrupting my main site on WordPress? I connected my domain to Agent CRM but then my www.mainsite was redirecting to a landing page inside Agent CRM.” “Use sub-domains for…