Original Question: Larry Gatz asked us: “Does anyone know how to add a location to Agent CRM? Our office has two locations.” Answer: You can add your office address in Agent CRM by following these steps: Go to Settings Navigate to Settings in the left-hand…
Business Automation
70 Articles
Original Question: Howard Ong asked us: “Is there any way to triple dial in a row the same lead on a dialer session?” Answer: Yes, Agent CRM’s Power Dialer allows you to call the same lead up to three times in a row before leaving…
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…
Original Question: GOAT Empire asked us: “Ok, I am sure this is probably an easy fix. If you can help me please do. When someone fills out my landing page form, I do not receive the information in my email. Can someone help please?” Answer:…
Original Question: Christopher Duncan asked us: “When someone replies with the word ‘STOP,’ does that stop the automatic text messages? What if someone texts something like ‘stop please’ or something similar?” Answer: By default, if a contact replies with “STOP”, they will be automatically unsubscribed…
Original Question: Gabrielle Nicholle Watters asked us: “Where do we find the scripts?” Answer: If you’re looking for scripts to use in your marketing and sales efforts, you can find them inside the Giveaway Funnel Client Resources Course in the Branning Library. Access the scripts…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Maria Fowler Graft asked us: “Is there a way to have more than one user on the CRM?” Answer: Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently. If…