Daniel E, Griset asked us, “Is there a way to CC or BCC emails being sent from A/CRM?” “There’s not a way to CC/BCC emails that are sent from Agent CRM, but you can forward/BCC emails that are received through Agent CRM. You can do…
Peter Note asked us, “I need help. in setting up a hot transfer?” “Here’s a video to help you: https://www.branninglibrary.com/…/29838160-hot-transfer After watching that, let me know if you have any specific questions. ?”
Brandy Murray asked us, “I have created triggers but can’t seem to get the re-schedule trigger figured out. Please help. Thank you. Brandy” “Here’s a video I previously made that should help you out: https://www.loom.com/share/5d492c60d44f4f3cbaa2db170b64baa9 As you’ll see in the video, you won’t need a…
Brandy Murray asked us, “I sent an email to support, then I thought maybe someone here could help me. The wrong email address is listed on my calendar. When I try to create a new calendar it still wants to use the incorrect email. Please…
Anh Tran asked us, “Can we create a QR code for our funnels? How can we do it?” “Here’s a free QR code generator online: https://www.qr-code-generator.com/ All you have to do it paste in your funnel’s link, and it will generate the QR code for…
Andrew T. Berman asked us, “We know this system is amazing for marketing activity, but I’m curious what you folks are using for storing client data once you take them from prospect to client.” “Have you seen the Custom Fields option in Agent CRM yet?…
Anh Tran asked us, “I created a form (contact us) the button submit. How can I add a form on there when someone click the submit button, it will say “Thank you for submitting, one of our team members will get back to you shortly.”…
Jeff Mountain asked us, “I tried finding the answers to these questions myself without success. 1 – How do I set up/send cancel and reschedule appointment links via email? 2 – What is the purpose of the “Additional Notes” section of the calendar setup and…
Tony Tuyen Capistrano asked us, “Please help me with a quick video to do a text & voicemail campaign. Everything is different now. Please advise.” “Campaigns are now located under Automation! Here is a quick video that will show you how to access/create and edit…
Vanessa Lee Lents asked us, “Agent CRM question… is it possible to have multiple phone numbers? Need to use different p numbers for Medicare, health insurance, etc.” “Yes you can have multiple phone numbers. Just go to the “phone numbers” section and click on the…