Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks” “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…
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Mamtha Kondamadugula asked us, “Hi, I have created a funnel(funnel update) in Agent CRM and purchased a domain in Godaddy with the name of insuracelife.com. Though I linked the funnel to that domain, I am not able to see that funnel either with the below…
Johanna Cabrera asked us, “Good afternoon , I hope everyone is fine !! I have a question can i link multiple stripe and PayPal accounts to my agentcrm account or is it only one of each ??” “We can only link one stripe customer account…
Liam O’Brien asked us, “Why AgentCRM vs ZohoCRM?” “I have the perfect comparison article for you. 🙂 You can read it here: https://branninggroup.freshdesk.com/…/65000181268-agent… If you’d like, you can check out more comparisons here: https://branninggroup.freshdesk.com/…/folders/65000156333“
Lee Kendrick asked us, “How can I answer incoming calls… inside Agent-CRM or in the mobile app? I’m currently forwarding calls to a Google Voice #, but it’s a hassle answering inbound call on my mobile phone… while trying to make outbound calls from the…
Rhoda Woods asked us, “I sent a message to support over a week ago and never received a response other than the autoresponse. I watched the integration to Zapier training video but when I go into Zapier, I don’t see agentcrm as an option. I…
Rest Assured Life Solutions asked us, “Hello, I am having an issue with uploading my contacts. I have saved them as a csv file but there is still nothing showing. Just wanted to cry one last plea for help before manually entering them into the…
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…