Mike Harless asked us, “What is the most effective way to Power Dial a list of 100 leads?” “check out this video that my team made: https://www.loom.com/share/b4221d59db1d4e6b8ab409e6054619f9? ”
Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for it. Trying to use the power dialer. (Setting up manuals calls) Im saying this because I only have Workflow under Automation – there’s no campaign nor Triggers in…
David Facer asked us, “How do you put a website link in a text message?” “You type out the link in its entirety, including “http://” you have to type it out there no html in text messages”
If you’re an insurance agent who’s looking for a marketing software platform that includes a funnel builder, then Agent CRM is a great option. With Agent CRM, you can build, edit and manage funnels all within your account. Plus, it can replace ClickFunnels and other…
Mike Pacheco asked us, “Does this platform support 2 way texting and is there a tutorial?” “It does support two-way texting – you send a text from the platform and any incoming texts will pop up in the Conversations tab”
Johanna Cabrera asked us, “Good morning , is there a way to link Google voice message into agent CRM ? 🤔 “Hi, unfortunately there’s no direct integration between Google voice message and Agent CRM.” Johanna Cabrera asked us, “I’m sorry , I need to…
Franco Stella asked us, “How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar on 5/18 at 6pm at Jims Restaurant and another on 5/20 at 12pm and I…
Manuel Richard Mancha Sr. asked us, “Hello, Thanks for the add. Excited to be in this group. Had a quick question. I used Phoneburner in the past. Does our phone dailer have a number we call. Or is everything used on the computer? I am…
Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks” “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…
Mamtha Kondamadugula asked us, “Hi, I have created a funnel(funnel update) in Agent CRM and purchased a domain in Godaddy with the name of insuracelife.com. Though I linked the funnel to that domain, I am not able to see that funnel either with the below…