Tom May Asked: “How do I bulk remove leads from a campaign?” The Answer You can bulk remove leads from a campaign in Agent CRM by setting up a trigger. This allows you to efficiently manage and update your campaigns without manually removing each lead…
Contact Management
50 Articles
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
Rhoda Woods Asked: “Are we able to send mail from purchased lists now without worrying about it being marked as spam? If so, how many at a time?” The Answer While it’s possible to send emails to purchased lists, we strongly recommend against sending email…
Greg Crawford Asked: “Does Agent CRM integrate with Zapier?” The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to automate workflows and streamline your processes. How It Works Zapier Integration Basics: With Zapier, you…
Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…