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”
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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…
Marcus Farmer asked us, “Can Agent crm be connected to zoho crm?” “I believe you can do that through Zapier. Zapier is an automation software tool that speaks between different platforms. So basically, you can take someone from any app that Zapier connects with and…
Anh Tran asked us, “How does the site pages work on agent crm? Are they very similar to google site pages?” “The layout of Agent CRM websites and Google Sites are much different. The layout/building process of Agent CRM websites is very similar to the…