Bruce Kuczinski Asked: “How can I find a list of contacts added to a campaign?” The Answer: You can easily locate a list of contacts added to a campaign directly within Agent CRM. Follow these simple steps to access this information: Step-by-Step Guide Go to…
Contact Management
49 Articles
Thomas Graybeal Asked: “The leads coming in are overwhelming my business email. I created a special email for the leads to come into now. But I can’t figure out how to change the email in Agent CRM that my leads are sent to. Any help…
Mike Mahurin Asked: “I have a one-off email that I want to send to a specific group of my clients that have been tagged the same. Is there a method to add a list of similar contacts to receive an email that’s been created &…
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…
Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Mike Mahurin Asked: “I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?” The Answer:…
Wesley Raymond Ging Asked: “Is there a way to fill in this data one time and have it auto-populate? How do I connect it to the social media buttons at the bottom?” The Answer: Yes, you can set up auto-population for your data in Agent…
Derek Brown Asked: “I use Gravity Forms in a WordPress Website. Is there any way to send form fillouts into Agent CRM Contacts?” The Answer: Yes, you can seamlessly send form submissions from Gravity Forms on your WordPress website to Agent CRM contacts. By integrating…