Monty Crawford asked us, “Does the Branning Group offer services to develop custom creatives for use in Social Media ads?” “Custom? No, not at this time We do have Facebook ad kits with the full creatives (images and text) that we’re using for private clients…
Charles Atkinson asked us, “Is it possible to have multiple business profiles in Agent CRM?” “Hi! You can only set one business profile per account in Agent CRM. Also wanted to double check if this is what you mean: We can help you setup another…
Phil Reames asked us, “Trigger Question. Can our triggers do math (functions and equations)? We have a Birthday Trigger in both regular triggers and workflow triggers. We can set those triggers for x amount of days before or after birthday etc. That is good for…
De Jay Devore asked us, “Can you block a number from contacting you?” “This article from Twilio might help you: https://support.twilio.com/…/360034788313-Reject… If you tell us what number you want to block, we can help”
Nick Acosta asked us, “I’m a bit confused on what videos to watch. I have access to Cole X Dates, and want to do an email drip campaign to cold leads, but I’m confused on to I use email marketing, or work flows? What’s the…
Jacqueline D. Daniels asked us, “Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!” “Hi! There isn’t an import icon on the opportunities page, just an export button. Are you trying to add contacts to…
Deborah Lynne Pope asked us, “How do you add a category into your pipeline?” “When you say, ‘category’, are you referring to the titles at the top of each column? If so, you’ll just want to click Pipelines up at the top, next to Opportunities,…
Deborah Lynne Pope asked us, “HELP! Can someone do a loom video and show me how to set up my Contact to be able to upload csv file?” “Posting this loom video from Lillie that is very helpful in uploading your contacts: https://www.loom.com/share/bf75bc7643e3445bacfdbc01c8ccaf90”
Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…
Thomas Ricapito asked us, “Another tech question… Is there a way to set it up so that when people reply to an email it goes to my regular email as well. As of right now, I have to see the recent activities tab in the…