Carlos Martinez Asked: “I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.” The Answer: You’ll need to update your calendar’s availability settings to enable Saturday…
Appointment scheduling
21 Articles
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…
Michael Reynaga Asked: “If I’m trying to upload the appointment date and time that a customer selects into a Google Sheet using Zapier, what field would I be looking to select? Is it ‘Customer Created Date’?” The Answer: To upload the appointment date and time…
Agent CRM is more than just a client management tool; it’s an all-in-one platform designed to simplify, streamline, and enhance your business operations. This final overview highlights some of the most powerful features in Agent CRM, including Pipelines/Opportunities, Form Builder, Calendar, Power Dialer, Funnels, and…
Having a synced and organized calendar is essential for managing appointments and staying on top of your busy schedule. With Agent CRM, integrating your Google Calendar and customizing your availability ensures a seamless client booking experience. This guide will walk you through the simple steps…