Tena Smith Gifford askes us, “how do you assign a user to a work flow cant find it pulling my hair out!” “that’s how you do it: https://www.loom.com/share/7808cd5fadeb4e1d904a93124752bb46”
Justin Asked us, “AFFILIATES!! – Do you have any suggestions that has worked in regards to getting more and more people to sign up with this amazing software and platform? I have over 100k contact list and I’d like to know the most effective way…
David Quiett asked us, “I’m trying to test a text campaign and I’m entering my phone number in every format I can think of and it’s not letting me do it. I get “Invalid phone number please make sure to add the country code.” What…
Matthew Grice asked us, “How can I schedule texts to 100+ leads a day with individual photos attached (direct mail leads), and from different numbers for different states? Every text only comes and goes from my default number, I’d like to text from numbers local…
Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…
Chris Gallagher asked us, “Technical Question: I am creating three different email lists for three companies I own using various “tags.” However, how do I send emails to those lists under different email addresses? Example: #1 List – Ministry sent under one email address #2…
Erna Cabuguas asked us, “Hi can someone show me how to disable the VoiceMail in call whisper.. – If the User does not answer the whisper call, can we turn off the VoiceMail that the Whisper call leaves, they don’t have to be saved to…
Geneava Danielson asked us, “When in a dial session, if we have multiple phone numbers from agent crm, is there a way to use the phone number associated with the area code of the lead we are dialing or does it only call from one…
Harley Yoder asked us, “Need some guidance. When I book appointments on a desktop computer everything looks good, but if I use the mobile app, appointment times are set 4 hrs earlier then what I want it for.” “The appointment custom values will only work…
Jon Jordan asked us, “Are there any webinar integrations or recommendations?” “Technically you can run a webinar within the Agent CRM platform 1) You can connect your zoom account for a live webinar 2) You can record your webinar, then set up a funnel so…