Dwayne Nichols asked us, “Does this system use AI to call the lead list for appointment settings? Or does it use texting to accomplish this type of reach out to the leads list?” “Agent CRM do not have any AI to call leads or do anything….
agent crm
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Johanna Cabrera asked us, “Good afternoon, How can i set up a zoom meeting on agent crm” “Here’s an article on how to properly integrate Zoom into your Agent CRM account. https://branninggroup.freshdesk.com/…/65000180491-zoom… It includes how to set up zoom links. Thanks!”
Traudney Byerly asked us, “How can I record and upload voice-mail in Agent CRM? TYIA.” ” I made a video for you: https://www.loom.com/share/eb5b9631655b4ca785c32149c4cd7e5a”
Traudney Byerly asked us, “Can Agent CRM help me to create a website, landing page, and funnel for my life insurance business?” “We do have funnel templates ready that you can easily access from your account. On the left side menu, locate the Click &…
Anh Tran asked us, “Questions: for sms texting workflow to work, on our sales funnel, should we enter our agent crm phone number on twilio to create that workflow or should we just used our business phone number?” “Correct, you should enter your AgentCRM phone…
Daniel E, Griset asked us, “Is there a way to CC or BCC emails being sent from A/CRM?” “There’s not a way to CC/BCC emails that are sent from Agent CRM, but you can forward/BCC emails that are received through Agent CRM. You can do…
Andrew T. Berman asked us, “We know this system is amazing for marketing activity, but I’m curious what you folks are using for storing client data once you take them from prospect to client.” “Have you seen the Custom Fields option in Agent CRM yet?…
Vanessa Lee Lents asked us, “Agent CRM question… is it possible to have multiple phone numbers? Need to use different p numbers for Medicare, health insurance, etc.” “Yes you can have multiple phone numbers. Just go to the “phone numbers” section and click on the…