Chris Kundrock asked us, “When I have lead lists that do not have emails, what’s the best course of action? I uploaded a list of 252 leads and only 88 uploaded because they had email and phone numbers. Is there anything that I can do…
contacts
27 Articles
William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?” “It’s up to you, but a common trigger we use is “Contact Tag Added.” That way, any time a specific tag…
Steve Precht asked us, “Hi there. Just signed up for the trial and having a heck of a time getting my csv with contacts to upload properly. I’ve watched the videos and no luck. I’ve used other CRM’s and uploaded csv’s so it’s not entirely…
Original Question: The Gilbert Agency asked:“Is there a way to recover bulk deletions?” Answer: Yes! Agent CRM allows you to recover up to 30 deleted contacts at a time. If you’ve accidentally deleted contacts in bulk, you can restore them by following these steps: How…
Original Question: Clarence Enriquez asked:“Having trouble importing contacts I made myself. Any suggestions?” Answer: If you’re experiencing issues importing contacts into Agent CRM, here are a few common reasons and how to fix them. Common Issues & Solutions 1. Missing Required FieldsEach contact must have…
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…
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…
Manny Martinez Asked: “I manually entered new contacts on the web, but when I search for them in the mobile app, they don’t show. I’ve tried logging out and back in, but that didn’t work. Why aren’t all my contacts being found on the mobile…