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automated

3 Articles
Agent CRM Support
1 Min Read

Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…

Agent CRM Support
1 Min Read

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 in my…

Agent CRM Support
1 Min Read

Ross Cathie asked us, “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a clients birthday?” “You sure can! This video will show you how to set it up: https://www.branninglibrary.com/…/22880793-happy…“