Original Question: Gabrielle Nicholle Watters asked us: “Where do we find the scripts?” Answer: If you’re looking for scripts to use in your marketing and sales efforts, you can find them inside the Giveaway Funnel Client Resources Course in the Branning Library. Access the scripts…
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Original Question: John Booker asked us: “How do I upload Facebook Ads generated prior to integration?” Answer: If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how: Uploading Existing Ads to Facebook…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Maria Fowler Graft asked us: “Is there a way to have more than one user on the CRM?” Answer: Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently. If…
Original Question: Sandra Quinn-Bailey asked us: “How do I remove or close notifications that I’ve already handled?” Answer: If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop…
Original Question: Joel Daniels asked us: “Can someone provide some guidance on how best to make my marketing messages not appear like spam? (sorry, not tech expert)” Answer: Keeping your marketing emails out of the spam folder is essential to ensure your audience actually sees…
Original Question: Joel Daniels asked us: “Reviewing training on ‘Power Dialer.’ When leaving a VM – is that ringless?” Answer: Yes! The voicemail event within Agent CRM’s Power Dialer is ringless. This means that when you drop a voicemail using the Power Dialer, the recipient’s…
Original Question: Ramon Ayers asked us: “Do you guys have an API?” Answer: Yes, Agent CRM does have an API! You can find your API key by following these steps: Go to Settings → Company Scroll down to the Company Data section Locate your Agent…