Wesley Raymond Ging asked us, “I have agent CRM forward calls to my cell. I want to know they are coming from Agent CRM when My cell rings. Currently it says the number of the person calling. Is this possible? Also I want the caller…
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Dan Garbarz asked us, “Hello, I created a new form, campaign and funnel for an insurance campaign. I removed the “last name” field on the form as an experiment. When a new contact is submitted (testing) I am seeing strange behavior, like two contacts being…
Wesley Raymond Ging asked us, “can I take phone calls on the app from Agent CRM on my cell phone?” “You can make phone calls from the app, but you cannot receive incoming calls from the app. However, you can set up your Agent CRM…
Dan Vader asked us, “Hey Guys I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today its not functioning properly. I have a Trigger that sends me an SMS with the…
Sandra Quinn-Bailey asked us, “I just did a FB ad. Not through the CRM?. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the CRM?…
Samuel Fuenzalida asked us, “Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” “The most…
Larry Gatz asked us, “Does anyone know how to add a location to agent crm? Our office has two locations.” “You can add the office address in Settings > Company > Company Address. However, at this time you can only add one location address per…
Christopher Duncan asked us, “When someone replays with the word “stop” that stops the automatic text messages? What if someone texts something like “stop please” or something similar?” “For either of these responses to remove someone from the automated messages/set their contact to “Do Not…