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automation

23 Articles
Agent CRM Team
2 Min Read

Are you a dedicated Medicare agent looking for ways to supercharge your business, make more sales, and reclaim precious time? Look no further – we’ve got the ultimate solution that could revolutionize your workflow and save you so much time. Say hello to Agent CRM,…

Agent CRM Team
1 Min Read

Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…

Agent CRM Team
1 Min Read

Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…

Agent CRM Team
1 Min Read

Will McEuen asked us, “I am going out of town for over a week. Is there a way to pause automations or do I have to manually unpublish each automated step?” “You need to manually put in draft those workflows that you don’t want running…