Jose Brooks asked us, “Are we able to put our calendar links on SMS messages?” “https://www.loom.com/share/adc3b2b0465d4453b21562f48a7830f8 here you go. Please let me know if you have further questions. You can send us an email at support@branninggroup.com.”
Bruce Kuczinski asked us, “I have all emails that go out automatically bcc’d to me. How do I turn that off? I’ve checked every setting and campaign configuration, but it keeps eluding me.” “Under Settings > SMTP & Mailgun Services, you’ll need to delete your…
Anh Tran asked us, “Questions: for sms texting workflow to work, on our sales funnel, should we enter our agent crm phone number on twilio to create that workflow or should we just used our business phone number?” “Correct, you should enter your AgentCRM phone…
Brandy Murray asked us, “I set up my ad campaign that started this morning. I have already reached 9,000 people with 9 clicks. I cant find the leads or figure out how to attach it to My CRM to receive the leads. I have watched…
William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?” “It’s up to you, but a common trigger we use is “Contact Tag Added.” That way, any time a specific tag…
Matt Deivert asked us, “Are there best practices or a way to lessen your Agent CRM auto email/email address ending up in spam?” “You can think of sending emails as a “credit-score” in the emailing world. There are many different factors that can positively or…
Steve Precht asked us, “Hi there. Just signed up for the trial and having a heck of a time getting my csv with contacts to upload properly. I’ve watched the videos and no luck. I’ve used other CRM’s and uploaded csv’s so it’s not entirely…
Matt Deivert asked us, “So I was going to ask this Q during the Q&A session, but it is still waiting for host. I am scheduling agents on my calendar through my iPhone but it is putting them into agent crm as appointments for some…
Raymond Truong asked us, “I have seprate calendars for giveaway campaign, medicare, and insurance. How do I set up to avoid schedule conflicts between these calendars?” “If you create them under a team, each calendar will always read your availability before scheduling you and you…
Brandy Murray asked us, “Does anyone know how to update opportunity card info ?” “Here’s a quick video to help: https://www.loom.com/share/5354f2cd8ac348c5ae4ccef54f5e1b8a ?” Brandy Murray asked us, ” Is their a way for my task to show up on the front of the card so…