Original Question: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…
agent crm
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Original Question: Lynn Novak asked us: “I am attempting to integrate my GoDaddy domain with Agent CRM… please help.” Answer: Integrating your GoDaddy domain with Agent CRM allows you to use a custom domain for your funnels, websites, and email campaigns. If you’re having trouble…
Original Question: David Vargas asked us: “So Facebook is telling me that I am not connected to Agent CRM. How do I remedy this?” Answer: For a step-by-step walkthrough, watch this video guide: How to Integrate Facebook with Agent CRM Following these steps should resolve…
Original Question: William Noel asked us: “I am testing a new form, and half of the info is not being populated into Agent CRM. I’ve used my real name with a couple of my real email addresses and the triggers work, but the info is…
Original Question: Kyle Buxton asked us: “Hey guys, I’m new and setting up my opportunities and triggers. I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based on a…
Naeem Johnson Jr. Asked: “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the CRM? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” The Answer…
Brian McIntosh Asked: “I created my funnels and added the domains. Now my website URL goes directly to the opt-in page for my funnel. How do I undo that?” The Solution If your website URL is automatically redirecting to your opt-in page, it’s likely because…
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…