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…
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”