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…
Marcus Farmer asked us, “Can Agent crm be connected to zoho crm?” “I believe you can do that through Zapier. Zapier is an automation software tool that speaks between different platforms. So basically, you can take someone from any app that Zapier connects with and…
Anh Tran asked us, “How does the site pages work on agent crm? Are they very similar to google site pages?” “The layout of Agent CRM websites and Google Sites are much different. The layout/building process of Agent CRM websites is very similar to the…
Billie Hopkin asked us, “Has anyone created a lead texting campaign where the interested party texts a keyword to a telephone number that allows us to set triggers to add them to a funnel? Ex: text ENTER to (555) 123-4567 to enter our giveaway. THANKS!!!”…
Becky Chopek Wilson asked us, “Is Agent CRM compatible with any of the P&C Agency management systems?” “If those systems integrate with Zapier (https://zapier.com), you will be able to use Zapier to connect your other systems and Agent CRM. You can learn more about the…
Sandra Quinn-Bailey asked us, “I keep getting this FB ad about Automated Predictable incoming leads that ends dial day. It looks like a click funnel. We have that in Agent CRM right? Is it Sales Navigator? I need to finish the training. All of the…