Zach Roberts asked us, “Been using the CRM for automated texts and emails. Does anyone recommend changing phone numbers to improve reach on texts. Since carriers mark numbers as spam that text more than normal. Thanks” “Yup, if calls are appearing as spam you can…
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Ruben Carillio asked us, “Hey Team, So im going to implement the “life insurance quote” form into my follow up sequence however how can i set it up so that after they are done filling out the form, they will be prompted to schedule/book a…
Erna Cabuguas asked us, “Hi can someone show me how to disable the VoiceMail in call whisper.. – If the User does not answer the whisper call, can we turn off the VoiceMail that the Whisper call leaves, they don’t have to be saved to…
Franco Stella asked us, “how can I see which of my numbers people are calling to?” “That’s how you can check it https://www.loom.com/share/8887afd629b648f99902468e002813ff 🙂”
Leo Luna asked us, “Hello, I wanted to know if we are able to call out leads multiple times within the power dialer without it automatically going to the next lead? Also are their text message templates and the ability to send out bulk messages?Thank…
Adrian Gillis asked us, “Can someone help me…I’m trying to listen to the call recordings made on Agent CRM?” “https://www.loom.com/share/79a842f44d87409887d27124f06d9078”
Theresa Simpson Key asked us, “Does the phone system record calls? If not is there a work around you’d suggest I use?” “Yes, your calls could be recorded! To enable it, go to Settings > Phone Number > edit (pencil icon) your Agent CRM number…
Micah Metcalf asked us, “Is anyone else struggling with the fact that the CRM no longer removes the manual action call from the power dialer when the contact is removed from a workflow? Is there any way to work around this other than having to…