Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
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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”
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 ”
Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…