Charmagne Preston Asked: “Is there a way to get paid for referring Agent CRM to people?” The Answer: Absolutely! Agent CRM offers an affiliate program that allows you to earn commissions for referring new users. Here’s how to get started: Step 1: Sign Up for…
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Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…
Charles Atkinson Asked: “Is there an affiliate link we can send out for others interested in Agent CRM?” The Answer: Yes, you can share a custom affiliate link for Agent CRM! Follow these steps to get started: Step 1: Sign Up as an Affiliate Visit…
Paul J Da Costa Asked: “Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system;…
Bruce Kuczinski Asked: “How can I find a list of contacts added to a campaign?” The Answer: You can easily locate a list of contacts added to a campaign directly within Agent CRM. Follow these simple steps to access this information: Step-by-Step Guide Go to…
Manny Martinez Asked: “I manually entered new contacts on the web, but when I search for them in the mobile app, they don’t show. I’ve tried logging out and back in, but that didn’t work. Why aren’t all my contacts being found on the mobile…
TL Priester Asked: “Where do I add how much I made from client sales so that it shows up on my dashboard? All of my sales funnels have $0. Thanks.” The Answer: To ensure your sales figures appear on your Agent CRM dashboard, you need…
Charles Atkinson Asked: “Can I create a second profile or child account in Agent CRM? If possible, can I limit the access?” The Answer: Yes, you can create sub-user accounts in Agent CRM and customize their access permissions to align with their roles. How to…