Original Question: Noah White asked us: “Hey guys, so I have an automated text that goes to my leads when they book an appointment. For some reason, the text it sends them confirming the time of the appointment is a different time than what is…
Appointment scheduling
21 Articles
Original Question: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…
Jeremiah Nolen Asked: “Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.” The Answer Upgrading to a Team Account in Agent CRM gives you expanded features, including: ✅ 3 Phone Numbers for your…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…
Dealing with no-show appointments can be challenging, but implementing a structured follow-up process can help re-engage clients and reduce future no-shows. Recommended Follow-Up Approach Initiate a Follow-Up Campaign: Add the client to a dedicated follow-up campaign within Agent CRM. Craft Personalized Messages: Send a combination…
Integrating Agent CRM with Zoom enhances your scheduling and virtual meeting capabilities, allowing for seamless communication with clients. Step-by-Step Guide to Integrating Agent CRM with Zoom Access Your Profile Settings: Log in to your Agent CRM account. Click on Settings in the left-hand menu. Select…