We received this question from a prospect, and wanted to post our answer here in our blog: Hello and thank you for your question about integrating Agent CRM with a third-party lead service. Yes, Agent CRM does offer the capability to connect with your third-party…
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Rick Lopez Asked: “Can I add/manage users in CRM? I’m looking to give one of my agents access.” The Answer Yes, you can add and manage users in Agent CRM to grant access to your agents or team members. Here’s how to get started: Step-by-Step…
Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Rozalyn Fisher Asked: “Is there a way to share funnels with other Agent CRM users that are not in your agency or account?” The Answer: Yes, you can share funnels with other Agent CRM users outside your agency or account. However, this requires a manual…