Jay Carter II asked us, “Hi!! Is there a way replace Calendly with Agent CRM? Do I have a scheduler link?” “Yes, Agent CRM comes with it’s very own online booking system. You can replace Calendly! Go to Settings > Calendars and setup your calendars”
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Jay Carter II asked us, “Hello can you change your number to a local number with the power dialer feature like you can in phone burner?” “No, our dialer does not have the “local presence” feature Local Presence worked great when it was a…
Wesley Raymond Ging asked us, “If I change the email my agent crm is attached to will my emails stop going to spam?” “There are a lot of factors why your emails go to spam. And the email address being used in the “From” section…
Adrian Gillis asked us, “How do I change my email address for my calendar within Agent CRM?” “there you go: https://www.loom.com/share/45bd6578aded4702852b509baf9d4d3a”
Monique Doss asked us, “I am trying to figure out how to change my payment method in my account. Does anyone know how?” “There are 2 places to change your payment method on file with us. 1) Monthly Subscription: To update your payment method for…
Gerardo Gonzalez asked us, “Is there a way to change to timezone in the Calendar? All my appointments are set to PST and I am in CST” “I made a short video for you :https://www.loom.com/share/b3e090b16fd042d4ab6148f039767da9 ”
Yodondo Stewart asked us, “How do I change the giveaway date in my funnel?” “You can do that by going to Settings>> Custom Values and editing the value of the “Giveaway End Date”. Are you going to be setting up and launching your own Giveaway…
Dave Kinkade asked us, “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #” “For anyone else that may have this same question, you are…
Sandra Quin-Bailey asked us, “I am trying to change an opportunity from retirement to health. I make the changes, save the changes, but when I go back in the CRM it’s right back as a retirement opportunity. How can I fix this. I also refresh…
Mitch Ashburn asked us, “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” “https://www.loom.com/share/50b99661a6614f748204809de0aea589”