Ramon Ayers asked us, “My understanding is if you have a client on an email campaign and they respond to a message along the way, they can be removed from the campaign. I would like to set up a campaign where I receive a whisper…
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22 Articles
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
Jacqueline Famluv Asked: “Other than clicking on the next call button, how do you automatically move through calls? Is there a way to change that so once you have completed a call, it immediately dials the next number without the wait or clicking on ‘next…
Dealing with no-show appointments can be challenging, but implementing a structured follow-up process can help re-engage clients and reduce future no-shows. Recommended Follow-Up Approach Initiate a Follow-Up Campaign: Add the client to a dedicated follow-up campaign within Agent CRM. Craft Personalized Messages: Send a combination…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…
Christopher Duncan Asked: “Does the power dialer know what time zone it is calling or does it have a feature to limit the time of day a call is made so people don’t get called during a certain time of day?” The Answer: No, the…