Health Meets Wealth Insurance asked us, “What’s the difference between tags and smart lists? I’m trying to import client lists. Should I tag them as the type of client they are or smartlist them or both?” “It is highly advisable to tag your contact list…
Rhoda Woods asked us, “Is date of birth when I go into a contact the same as birth date in the filters? Also, can I filter to find people whose birthdate is before or after a certain date?” “Yes! It’s the same: Date of Birth…
Godlove Financial asked us, “Hi everyone, I keep getting a 404 error on my calendar funnel when setting up. How do I link the calendar?” “When you click on the 404 box in your funnel editor, you’ll see some calendar options appear in the left…
Josh Richards asked us, “How easy is it to load the leads into the system for power dialing? Does it have to be a csv or how does it work? Much appreciated.” “Very easy! Your contact list should be in csv form before importing them…
Johanna Cabrera asked us, “Good afternoon, How can i set up a zoom meeting on agent crm” “Here’s an article on how to properly integrate Zoom into your Agent CRM account. https://branninggroup.freshdesk.com/…/65000180491-zoom… It includes how to set up zoom links. Thanks!”
Peter Note asked us, “How do I update the header, the end date, on my giveaway landing page. I’m not able to get to it when I edit the landing page?” “Go to that landing page on your Agent CRM account then click Edit Page….
Gerardo Gonzalez asked us, “Is there a way to change to timezone in the Calendar? All my appointments are set to PST and I am in CST” “I made a short video for you :https://www.loom.com/share/b3e090b16fd042d4ab6148f039767da9 ”
Traudney Byerly asked us, “How can I record and upload voice-mail in Agent CRM? TYIA.” ” I made a video for you: https://www.loom.com/share/eb5b9631655b4ca785c32149c4cd7e5a”
Chris Kundrock asked us, “When someone either reschedules or cancels an appointment is there a way to get a notification? I had one cancel today and I didn’t know about it until hours after I called for the appointment.” “Yes! If you have used the…
Traudney Byerly asked us, “Can Agent CRM help me to create a website, landing page, and funnel for my life insurance business?” “We do have funnel templates ready that you can easily access from your account. On the left side menu, locate the Click &…