Christopher Duncan Asked: “How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use…
agent crm
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David Day Asked: “Are we able to change the email we used to sign up with originally?” The Answer: Yes, you can change the email address associated with your Agent CRM account! Here’s how you can update it quickly and securely. How to Update Your…
Wesley Raymond Ging Asked: “Just joined Agent CRM here for the 14-day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Christopher Duncan Asked: “How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.” The Answer: Adding a message section to your form in Agent CRM is quick and straightforward….
Christopher Duncan Asked: “Does the power dialer know what time zone it is calling or does it have a feature to limit the time of day a call is made so people don’t get called during a certain time of day?” The Answer: No, the…
Travis Lane Asked: “Along with my giveaway funnel, I’d like to have a separate funnel for direct targeting. Anyone have experience with health insurance and what target audience brings in a number of good leads?” The Answer: Creating a direct targeting funnel for health insurance…