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,…
agent crm
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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…
Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“