All Brands Health Advocates LLC Asked: “I purchased the Facebook Ad bundle and have the Agent CRM software. Where do I find the bundle added to my account?” You can access your Facebook Ad Bundle through the Branning Library. Here’s how: Step-by-Step Guide Log In…
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Wes Obana Asked: “Where do I find the appointment confirmation email in the CRM?” The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: Step-by-Step Guide Go to the Marketing Tab: Navigate to Marketing from the left-hand menu. Open…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Mohammad Azher Asked: “So, I have a VA who’s ready to run our FB ads campaign for all kinds of insurance. Alex Branning, where can we get ad images and copy? Please advise. (Note: we asked for help with final expense, and your team is…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
Allan Cruickshank Asked: “Regarding the ‘Pack My Calendar’ system, I want to do pre-recorded webinars for a niche client market, not recruiting agents. Is this the correct system, or would there be a different one?” The Answer Yes, the Pack My Calendar system is designed…
Rhoda Woods Asked: “Are we able to send mail from purchased lists now without worrying about it being marked as spam? If so, how many at a time?” The Answer While it’s possible to send emails to purchased lists, we strongly recommend against sending email…
Mike Mahurin Asked: “My Outback Steakhouse Giveaway ends on Friday 6/18, and I want to go on Facebook Live to give the prize away. The training in the library has the process on how to select the winner, but I don’t see anything about how…