Original Question: Wesley Raymond Ging asked:“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 shows the number of the person calling. Is this possible?Also, I want the caller ID…
Business Automation
70 Articles
Original Question: Junior Lachtman asked:“Am I able to send bulk text messages? If so, how?” Answer: Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage…
Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Original Question: Larry Gatz asked:“Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and have two requests to complete for the same client. When I try to make the…
Original Question: Amy Pulver asked:“Good morning. I need a little help. I’d like my calendar (link posted below) to have options for where we meet, like My Office, Phone Appointment, etc. Also, I would like the option to make certain days of the week Phone-Only…
Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…
Original Question: Kaysha Wells asked:“Hi! I only allow interviews on my calendar Monday through Friday and have it set to only allow them to book two days out maximum. On Fridays, it shows no appointments available for the following Monday. Is there a way to…
Original Question: Dan Garbarz asked:“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…