Micah Simpas-Lalugan asked us, “Hello! Been stuck for a week now trying to figure out. How can I put a trigger link that will send an email if they click ‘not interested’ and a different email if they click ‘need more info.’ How can I…
Tromane Louis McTiller asked us, “What’s good everybody.. I am currently using the giveaway funnel. Everyone is saying in the survey that they don’t want more information about life insurance and other strategies.. What’s the approach for these individuals.. thanks!” “Regardless of if they say…
Norm Mitchell asked us, “I want to see all of my contacts who have a birthday every day when I open the phone app…how do I do that?” “There you go: https://www.loom.com/share/0d408192666d4666a53d36df6675bca2”
Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic…
Phil Reames asked us, “When entering a contact by hand, if I don’t pick a time zone does it default to my time zone?” “Yes! The time zone saved on that contact will be the account’s time zone.”
Bruce Kuczinski asked us, “Is there a way to create preheaders in our email campaigns?” “Just recorded Loom video for you: https://www.loom.com/share/199254ac45fb43ed812dacfe6e8117af Let me know if it helps 🙂 It’s straight forward.. Thanks” “Hi guys here is a quick way to create Preheader/Preview Text! Enjoy!…
YaKeisha Noble asked us, “Hi, does the Crm charge when sending emails?” “Yes, you can learn about all carrier charges here: https://www.branningsupport.com/phone“
Mike Pacheco asked us, “”Hello. I want to make a funnel with text message automation on the workflow. is there a way I can get a notification on my phone when I receive a reply by text instead of having to check the conversation tab…
Additional Passive Income asked us, “Hello, When will it be possible to make calls to those interested outside the United States.” “Hi – this is not possible with our twilio account, which is integrated to your Agent CRM for you, however, you can sign up…
Mike Harless asked us, “Is there a way to take calls from within Agent CRM using the number I purchased? Currently I am not using call forwarding.” “Inbound calls are not possible within Agent CRM. You need to add your own number as forwarding to…