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…
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…