Tobin Allen Short Asked: “Hi guys, is there a way to set the CRM calendar so leads can’t book any further than a certain number of days out? That way they can only see availability for the next week or two. I call to try…
agent crm
619 Articles
Mike Dickson Asked: “How do you add a button on your funnel thank you page? My prospects are getting a free download, and I want to add the AWS link.” The Answer: Adding a button to your funnel’s Thank You page in Agent CRM is…
Hunter Family Insurance Asked: “Alright, so how do you go about using the Autodialer? Can it only do voicemail drops?” The Answer: The Autodialer in Agent CRM is a progressive dialer that calls one number at a time. While it allows you to leave voicemails…
Charlie Schrantz Asked: “Where do I go to TURN ON call recordings on all calls inbound and outbound for me and all my team members?” The Answer: To enable call recordings for both inbound and outbound calls in Agent CRM, follow these steps: Navigate to…
Wesley Raymond Ging Asked: “Does each funnel need a separate domain?” The Answer: It’s not strictly necessary for each funnel to have its own domain, but it’s highly recommended to assign a unique domain or subdomain to every funnel. Doing so helps improve branding, tracking…
Roger Bickley Asked: “Is there a direct link to the Calendar?” The Answer: Yes, Agent CRM provides a direct link to your calendar, which you can easily copy and share. However, we highly recommend using the Calendar Funnel for a more professional and engaging user…
Thomas Graybeal Asked: “The leads coming in are overwhelming my business email. I created a special email for the leads to come into now. But I can’t figure out how to change the email in Agent CRM that my leads are sent to. Any help…
Mike Mahurin Asked: “I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created &…