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 &…
Dora A Wysocki asked us, “HELLO Guys, Question: I imported some contacts into my CRM, I forgot to assign Smart List to this list. How to do it with existing list inside CRM?f” “You just need to go to Contacts > Bulk Actions. Look for…
Thomas Ricapito asked us, “Is there a way to upload pdf files (or any kind) into the CRM so that they can be hosted there and referenced with links to clients in an email?” “Great question! You can. ? First, you’ll need to go to…
Johanna Cabrera asked us, “Good afternoon Here is a question i hope you can help me with this , We offered bookkeeping services, we created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way…
Chris Kundrock asked us, “Alright, I have a birthday campaign running but I want to limit it to my people who are my clients. I tag my clients with life client, so in the workflow, can I just add that as a trigger?” “Just add…
The Derington Agency asked us, “How are DNC people handled? I have my own list of DNC’s…I called they said…take me off you list. How would I mark them as such after they are imported.” “When you go to contacts/conversations and you click on a…