Original Question: Raymond Truong asked:“How to attach an email signature in Agent CRM email or email template?” Answer: Adding an email signature in Agent CRM ensures that all your outgoing emails maintain a professional appearance and consistency. With the new sidebar update, the location of…
Client communication
42 Articles
Original Question: Barry McGlothin asked:“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
Original Question: Wesley Raymond Ging asked:“Can I take phone calls on the app from Agent CRM on my cell phone?” Answer: You can make calls from the Agent CRM app on your phone, but you cannot receive incoming calls directly in the app. However, you…
Original Question: Edwin Mezua asked us:“Does the email marketing integrate with Google Workspace email, or is it separate? Looking to start sending out a newsletter for clients but wanted it to come from my domain.” Answer: You don’t need a direct integration between Agent CRM…
Original Question: Amy Pulver asked us:“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.” Answer: Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence…
Original Question: Cecily Nicole Gaither asked us:“Is there a way to send a voicemail to people via a trigger?” Answer: Yes, you can! Agent CRM allows you to send ringless voicemail messages automatically using a trigger and a campaign. Here’s how to set it up…
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…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…