Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…
Business Growth
66 Articles
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…
Life N Health 365 Asked: “Giveaway funnel ending tomorrow—any suggestions on announcement format other than Facebook Live? Not especially wanting to go live, any suggestions on time of day?” The Answer You don’t have to go live on Facebook to announce the winner! Instead, you…
Don Raines Asked: “Are there ads or a campaign for social media designed for high-end clients? IULs, etc.?” The Answer Yes! All of our pre-built ad campaigns can be used to target high-net-worth clients, such as those looking for Indexed Universal Life (IUL) insurance, retirement…
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…
David Facer Asked: “Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?” The Answer Yes! You can set up a drip email campaign…
Charmagne Preston Asked: “Does Pack My Calendar cover Medicare info?” The Answer No, the Pack My Calendar course does not include specific Medicare information. Instead, this course focuses on teaching you how to: Set up a funnel Launch ads Attract prospects to watch your webinar…