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13 Articles
Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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”  

Agent CRM Support
1 Min Read

Christopher Duncan asked  us, “How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?” “You can click right on your calendar and create a blocked off time/appointment with yourself. The…