Original Question: Bruce Kuczinski asked:“If a contact has a landline, how can I make that number the default number for dialing without triggering unsuccessful SMS messages when it’s in a campaign?” Answer: If you have contacts with landline phone numbers, Agent CRM will attempt to…
CRM Best Practices
83 Articles
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: Phil Reames asked:*”I have a question. When I am doing the Power Dialer, after each call there is a popup that I can click on Completed or No Answer. There are two other options, but the training video said not to use those….
Original Question: Charles Atkinson asked:“Hello team, can you build a newsletter? Is there a video training?” Answer: Yes! Agent CRM includes an Email Builder that allows you to create and send newsletters effortlessly. Whether you want to send weekly updates, industry insights, or promotional content,…
What Is a Hot Transfer Campaign? A Hot Transfer Campaign allows Agent CRM to immediately call you when a new lead comes in. Once you receive the call, you press any button on your phone to instantly connect with the lead—ensuring fast and efficient follow-up….
Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
Original Question: Wesley Raymond Ging asked:“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.” Answer: If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time….
Original Question: Charles Atkinson asked:“Will Agent CRM add a reputation builder?” Answer: Yes! Agent CRM already includes a built-in Reputation feature that allows you to request and manage reviews. You can access it by navigating to:📌 Settings > Reputation What Can You Do with Agent…