Luis A Colón Rivera asked us, “Hi!!! I’m in the agent recruitment process. How I can add an agent in the crm, etc?” “Is the agent going to have their own account with their own funnels and their own leads? If so, they should…
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Chris Gallagher asked us, “Question: When sending a text message to the contact list, how can I select a certain number to send from? For instance, I have four separate numbers under my account. I am running 4 businesses under this CRM. I want to…
Reno Jordan asked us, “Hello team, I’m new, and I’m trying to do some simple things like set up the company info. This may sound like a crazy question but I’ll ask anyway, since I write life insurance for a company do I put all…
Charles Atkinson asked us, “Is it possible to have multiple business profiles in Agent CRM?” “Hi! You can only set one business profile per account in Agent CRM. Also wanted to double check if this is what you mean: We can help you setup another…
Kent Biswanger asked us, “I’m trying to secure a phone number and there are only 3 area codes to choose from. Is there a way to create an account directly with the 3rd party you are using?” “Yes! You can visit and sign up at…
Tillman Mosley asked us, “On the Social Magnet platform.. I am currently connected to 5 social platforms.. If I would like to add another social platform will I need to upgrade or purchase another account..” “You’d have to purchase another account”