Larry Gatz asked us, “I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the “company name” is showing up in the opportunity card, and not the client name. Is there a way to change this?”…
M Perez asked us, “Good afternoon, I have 1600 leads loaded. I’m about to upload another 1200. please direct me to a video where I can learn to separate them by category, color tag, nickname, etc” “Here’s a quick recording for you: https://www.loom.com/share/a0705035c1394f7585ff6e78635fb611. Let me…
Johanna Cabrera asked us, “Good afternoon , I’m creating a funnel, and i would like to know if there is a way to edit the mobile version without altering the current look of the website version.” “Yes, there’s a way you can edit the mobile…
William Coventry asked us, “How do you upload contacts into the Agent CRM tool? And do you have a campaign flow set up for old leads that you would like to set up for nuturing? And what about a campaign flow for new leads for…
Chris Kundrock asked us, “When I have lead lists that do not have emails, what’s the best course of action? I uploaded a list of 252 leads and only 88 uploaded because they had email and phone numbers. Is there anything that I can do…
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…