Deborah Lynne Pope asked us, “How do you add a category into your pipeline?” “When you say, ‘category’, are you referring to the titles at the top of each column? If so, you’ll just want to click Pipelines up at the top, next to Opportunities,…
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16 Articles
Chris Kundrock asked us, “Alright, I have a birthday campaign running but I want to limit it to my people who are my clients. I tag my clients with life client, so in the workflow, can I just add that as a trigger?” “Just add…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Rick Lopez Asked: “Can I add/manage users in CRM? I’m looking to give one of my agents access.” The Answer Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started: Step-by-Step…
Paul J Da Costa Asked: “How do you add a new name to the column and to the tag list? I want to add a saved list that says ‘Not Interested.’ I can’t figure out how to make a tag and column and be able…
Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Mike Dickson Asked: “How do you add a button on your funnel thank you page? My prospects are getting a free download, and I want to add the AWS link.” The Answer: Adding a button to your funnel’s Thank You page in Agent CRM is…