Omar Richardson asked us, “I’m having a hard time connecting my domain to agent crm to utilize funnels and landing pages. Would you be able to provide any resources?” “https://blog.agent-crm.com/add-a-domain-to-agent-crm/ (The Loom video uses an older Agent CRM interface, but the instructions are the same)”
agent crm
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Through automation, customer relationship management (CRM) software assists firms in becoming more productive and efficient. Tasks that take a long time can be accomplished faster and with fewer human errors. CRM systems were modeled after the Rolodex and began with handwritten notes. They have progressed…
Becky Chopek Wilson asked us, “Where can I review how much time I have on my dialer and is there a way to buy more time? Am I better off having another dialer? Also, short of buying a number from every state I market in,…
Cedric Joiner asked us, “Does Agent CRM integrate with DialPad?” “Agent-CRM is available on Zapier, so whatever app is available on zapier you can integrate it with Agent-CRM. Thanks”
Jeff Mountain asked us, “Does anybody know what “LC Communication” is and why it’s showing up under my ‘Module’ section of my Audit Log? If this isn’t something that should be there for admin or something, could Branning Group Support please reach out to me…
Adrian Gillis asked us, “Can someone help me…I’m trying to listen to the call recordings made on Agent CRM?” “https://www.loom.com/share/79a842f44d87409887d27124f06d9078”
Adrian Gillis asked us, “How do I change my email address for my calendar within Agent CRM?” “there you go: https://www.loom.com/share/45bd6578aded4702852b509baf9d4d3a”
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…