Original Question: Larry Gatz asked:“When I receive an email reply, the emails show up in Agent CRM, but they don’t show up in my email inbox… is there a way to correct this?” Answer: Yes! You can set up a forwarding address in your SMTP…
Original Question: Anh Tran asked:“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?” Answer: Yes! You can attend…
Original Question: Cristano Arroyo asked:*”Scenario: I’m accessing Agent CRM from 2 different computers daily—both running the same Operating System & same browser. On one computer, I can log in without needing to receive a Login Security Code. On the other computer, every time I go…
Original Question: Raymond Truong asked:“How to attach an email signature in Agent CRM email or email template?” Answer: Adding an email signature in Agent CRM ensures that all your outgoing emails maintain a professional appearance and consistency. With the new sidebar update, the location of…
Original Question: Barry McGlothin asked:“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
Original Question: David Munley asked:“Does Agent CRM utilize landing pages? I looked thoroughly and did not see any, but I would like to confirm one way or the other. Thank you ahead of time for answering this question.” Answer: Yes! Agent CRM does utilize landing…
Original Question: Luis Cuevas asked:“Hi! Does anyone know how to connect a product with an order form inside of a funnel? I have Stripe and the products set up under Settings but have not figured out how to connect a product to an order form…
Original Question: David Munley asked:“I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.” Answer: If your…
Original Question: Bruce Kuczinski asked:“If a contact has a landline, how can I make that number the default number for dialing without triggering unsuccessful SMS messages when it’s in a campaign?” Answer: If you have contacts with landline phone numbers, Agent CRM will attempt to…
Original Question: Clarence Enriquez asked:“Having trouble importing contacts I made myself. Any suggestions?” Answer: If you’re experiencing issues importing contacts into Agent CRM, here are a few common reasons and how to fix them. Common Issues & Solutions 1. Missing Required FieldsEach contact must have…