Demarcus Vaughn Asked: *”Hey! Two Questions: Is it possible to use a Bluetooth device when making calls? (Wireless headphones) Is it possible to have your script up while making calls in the CRM? I have a smaller screen, so it’s harder to do side by…
Call Management
4 Articles
In this video, Ryan goes over how to record your phone calls within Agent CRM.
Agent CRM is more than just a client management tool; it’s an all-in-one platform designed to simplify, streamline, and enhance your business operations. This final overview highlights some of the most powerful features in Agent CRM, including Pipelines/Opportunities, Form Builder, Calendar, Power Dialer, Funnels, and…
Setting Up Your Phone Number in Agent CRM: A Step-by-Step Guide Having a dedicated phone number for your business is essential for professionalism and communication. With Agent CRM, setting up a phone number is quick and straightforward. This guide will walk you through the steps…