Becky Chopek Wilson asked us, “How do I convert a campaign into a workflow? or What is the difference?” “Campaign is part of the old setup that we have for automations. It is usually paired with Triggers. But, since we have the workflows now, which…
Walter Dublico Jr. asked us, “Hi there Branning Group, may I ask how do I verify the email of my staffs in order they can send emails using the email they are using?” “Are you referring to your Sendgrid account that you are using as…
Benjamin A Cobos asked us, “Can we create text templates? For just simple conversations? Like I use canopy connect and would like to create a template that I can just select for a simple text inside agent CRM with out having to copy and paste”…
Grag Crawford asked us, “If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?” “On Settings > Email Services > Forwarding Address, you can add your email here so replies will also…
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…
In Agent CRM’s Click & Play library, we have a LinkTree funnel template that’s ready for you to use! Here’s a short video showing you how to access the template, and edit it for your own brand:
Miguel Angel Quezada Santana asked us, “Can I get a custom email with the domains I have set in the platform?” “Yes, but you would have to use another provider. We use Google mail for our professional email addresses Who did you register your domain…
Miguel Angel Quezada Santana asked us, “I would like to find a way to set my social media icon horizontal!!” “That’s how you do it, please watch this loom: https://www.loom.com/share/b94419e4d38b41999aa9d70d4dddeec8”
Becky Chopek Wilson asked us, “Where can I review how much time I have on my dialer and is there a way to buy more time? Am I better off having another dialer? Also, short of buying a number from every state I market in,…
Wesley Raymond Ging asked us, “If I change the email my agent crm is attached to will my emails stop going to spam?” “There are a lot of factors why your emails go to spam. And the email address being used in the “From” section…