Damon Jimenez asked us, “Are we able to add a small YouTube clip onto a form?” “Absolutely, you add a Video element and then just paste in the YouTube URL. It’s setup for that already, it’s easy to plug in 🙂 You have to add…
Erna Cabuguas asked us, “Hi, question, in a Campaign there’s a multi Users assigned in that Campaign, then in it’s content setup as an SMS, the customized field for User name is there, will it just filter the name of the User assigned to a…
Cyrus Herndon asked us, “How to setup automation to forward incoming texts to another number?” “Here is the loom video: https://www.loom.com/share/4051f4def9f54d40a04f5530a331c129” FB Reference: https://www.facebook.com/groups/agentcrmcommunity/posts/545994153996985/
Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Customer Relation Management can be what makes or breaks a business. Businesses now need to take care of their existing customers and find new customers for their businesses to thrive. Finding and managing new leads and converting them into potential clients, buyers, and sales is…
Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…
Getting visitors to your website is crucial, but it’s only the first step. Once they arrive, you need to hold their attention, entice them to explore your website, and eventually persuade them to become a customer. This ensures increased sales from new clients and repeat…
We understand that you’re considering PipelinePRO. Today, we invite you to compare PipelinePRO to Agent CRM: we’ll be addressing your concerns about technology, support, and quick results. Phil Reames said · Hey folks, have you seen some of the offerings out there for a…
Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…
Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…