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click and play

3 Articles
Agent CRM Team
1 Min Read

Sandra Quinn-Bailey asked us, “We are trying to set up a funnel using click and play. While testing it, I do not receive an email or text. Where will the results go? Thank you” “https://www.loom.com/share/0c983bf427a243c68fa1417b30e29b02 In this loom I showed you the whole picture and where…

Agent CRM Support
1 Min Read

Traudney Byerly asked us, “Can Agent CRM help me to create a website, landing page, and funnel for my life insurance business?” “We do have funnel templates ready that you can easily access from your account. On the left side menu, locate the Click &…