Original Question: Sandra Quinn-Bailey asked us: “How do I remove or close notifications that I’ve already handled?” Answer: If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop…
Business Automation
70 Articles
Original Question: Joel Daniels asked us: “Can someone provide some guidance on how best to make my marketing messages not appear like spam? (sorry, not tech expert)” Answer: Keeping your marketing emails out of the spam folder is essential to ensure your audience actually sees…
Original Question: Joel Daniels asked us: “Reviewing training on ‘Power Dialer.’ When leaving a VM – is that ringless?” Answer: Yes! The voicemail event within Agent CRM’s Power Dialer is ringless. This means that when you drop a voicemail using the Power Dialer, the recipient’s…
Original Question: Ramon Ayers asked us: “Do you guys have an API?” Answer: Yes, Agent CRM does have an API! You can find your API key by following these steps: Go to Settings → Company Scroll down to the Company Data section Locate your Agent…
Jeremiah Nolen Asked: “Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.” The Answer Upgrading to a Team Account in Agent CRM gives you expanded features, including: ✅ 3 Phone Numbers for your…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…