Dan X Nguyen asked us, “What are the use cases for the a.i. inside Agent CRM? Is there any documentation? I didn’t see anything in the support library.” “AI action which you are talking is not yet live. We are working to Bring AI soon…
agent crm
60 Articles
Kirstin Elaine MArtin asked us, “I just had a great session with Alyssa, what a star! However, I am trying to connect a smart list to the long form funnel kit she fied for me but it does not appear in the list of workflows….
Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…
Ryan Fogle asked us, “Hey everyone. I have some VAs cold calling for me from inside agent CRM. Are the calls recorded? If so how can I listen?” “1: https://www.loom.com/share/aea48bb6a8014132a7e6d20246115170 2: https://www.loom.com/share/79a842f44d87409887d27124f06d9078”
Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…
Erna Cabuguas asked us, “Hi, does the action -> Stop All Campaign’s for Lead in Agent CRM will stop all the campaigns that are setUp in AgentCRM?” “Do you mean the Trigger action, “”Remove from all campaigns””? If yes, this will literally remove the contact…
Dornan Burnside asked us, “Is there a way to stop calls from coming into my agent CRM number?” “You can’t stop incoming calls, but you can opt not to add a forwarding number in your account.”
Ruben Carillo asked us, “Question: Do I get charged more if i add additional users to my Agent CRM account? I just want to be able to fill calender slots for my team with the leads im starting to generate. Thanks.” “No, you won’t…
Rich Albright asked us, “So I was under the impression that the agent CRM has its own funnel builder. But I am watching the give away funnel content, and it says to get click funnels. So do I need click funnels? Also on the give…
Enza Baiarunas asked us, “Is there a way to link up Ezlynx and Agent Crm?” “Yes you can, watch this loom please: https://www.loom.com/share/a71fa8f451b646b5bcf5cd0b98cd415e Thanks”