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…
Business Growth
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Original Question: Kendall Kuehnert asked us:“Quick Question: What is the benefit of buying a domain name for my giveaway funnel? Thanks for the responses ahead of time!” Answer: Purchasing a custom domain for your Giveaway Funnel offers significant advantages, especially when running Facebook Ads. Here’s…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Doran Burnside asked us:“I have a funnel set up and a trigger that adds them to a pipeline. Is there a way to add them as a contact and not an opportunity? Just realized these leads are affecting my close rate and they…
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…
Original Question: John Booker asked us: “Facebook is finally feeding leads to the Power Dialer thanks to outstanding help from Lillie. I would like to start by calling the newest leads first, but they are being added to the bottom of the Power Dialer list….
Original Question: John Booker asked us: “How do I upload Facebook Ads generated prior to integration?” Answer: If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how: Uploading Existing Ads to Facebook…
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…