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28 Articles
Agent CRM Support
1 Min Read

Antonio Reyes asked us, “Hey! Im having an issue when i book an appointment, it is not sending the text notifications to my lead anymore…maybe something got unflugged?? It does show on my calendar but its not being send to the client” “Everyone includes this…

Agent CRM Support
1 Min Read

Godlove Financial asked us, “Hi everyone, I keep getting a 404 error on my calendar funnel when setting up. How do I link the calendar?” “When you click on the 404 box in your funnel editor, you’ll see some calendar options appear in the left…

Agent CRM Support
1 Min Read

Matt Deivert asked us, “So I was going to ask this Q during the Q&A session, but it is still waiting for host. I am scheduling agents on my calendar through my iPhone but it is putting them into agent crm as appointments for some…

Agent CRM Support
1 Min Read

Raymond Truong asked us, “I have seprate calendars for giveaway campaign, medicare, and insurance. How do I set up to avoid schedule conflicts between these calendars?” “If you create them under a team, each calendar will always read your availability before scheduling you and you…

Agent CRM Support
1 Min Read

Amy Pulver asked us, “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, would like the option to make certain days of the week Phone Only…

Agent CRM Support
1 Min Read

Jeff Mountain asked us “I’ve just logged into my account after a bit of a hiatus. I had to change (originally private domain) my email address connected to my account as well as my calendars (now gmail). Now, when I click on the link to…