Jesse Bradin asked us, “How do I get a pop up to – pop up immediately with no delay in a funnel build?” ” let me know if it helps: https://www.loom.com/share/cf8f77a66faa462fb690264faac9c61b”
Zach Roberts asked us, “Been using the CRM for automated texts and emails. Does anyone recommend changing phone numbers to improve reach on texts. Since carriers mark numbers as spam that text more than normal. Thanks” “Yup, if calls are appearing as spam you can…
Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
Ryan Fogle asked us, “Hey everyone. I have some VAs cold calling for me from inside agent CRM. Are the calls recorded? If so how can I listen?” “1: https://www.loom.com/share/aea48bb6a8014132a7e6d20246115170 2: https://www.loom.com/share/79a842f44d87409887d27124f06d9078”
Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…
Matthew Burleson asked us, “Hey everyone, I am trying to create an “if/else” conditional step in a workflow where: 1) if a message gets any kind of response (doesn’t have to be yes/no or positive/negative) then the prospect is moved to a new stage in…
Dan X Nguyen asked us, “Branning Group Support since Agent CRM cannot handle incoming calls without the mobile app, what set up would you recommend for overseas teams (assuming they don’t want to use their mobile phone) to handle incoming calls?” “Currently we don’t have…
Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
Jon Jordan asked us, “How do you respond to an email response without creating a new email? When they email me back, I don’t get an actual email. I see they responded to the workflow email via email in the conversation but I can not…