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…
If you’re a licensed ACA (“Obamacare”) insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM.
If you’re an insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM. This marketing platform has been specifically designed for agents that sell health insurance, and it can help you manage your clients and prospects more effectively.
Gerry Rufino asked us, “All my numbers are popping up as spam even when I Change them. How do we get verified numbers?” “You can use calltransparency.org to set up what name shows up when you call people (I think that is the URL)”