Original Question: Jackie Davis asked us:“Can someone help me add my Calendly link in a text template? It won’t hyperlink in the message.” Answer: Text messages in Agent CRM do not support hyperlinks, meaning that links will not appear as clickable text. However, you can…
CRM Best Practices
83 Articles
Original Question: Larry Gatz asked us: “Does anyone know how to add a location to Agent CRM? Our office has two locations.” Answer: You can add your office address in Agent CRM by following these steps: Go to Settings Navigate to Settings in the left-hand…
Original Question: Howard Ong asked us: “Is there any way to triple dial in a row the same lead on a dialer session?” Answer: Yes, Agent CRM’s Power Dialer allows you to call the same lead up to three times in a row before leaving…
Original Question: Christopher Duncan asked us: “When someone replies with the word ‘STOP,’ does that stop the automatic text messages? What if someone texts something like ‘stop please’ or something similar?” Answer: By default, if a contact replies with “STOP”, they will be automatically unsubscribed…
Original Question: John Booker asked us: “Facebook is finally feeding leads to the Power Dialer thanks to outstanding help from Lillie. I would like to start by calling the newest leads first, but they are being added to the bottom of the Power Dialer list….
Original Question: Gabrielle Nicholle Watters asked us: “Where do we find the scripts?” Answer: If you’re looking for scripts to use in your marketing and sales efforts, you can find them inside the Giveaway Funnel Client Resources Course in the Branning Library. Access the scripts…
Original Question: John Booker asked us: “How do I upload Facebook Ads generated prior to integration?” Answer: If you created Facebook Ads before integrating with Agent CRM, you will need to upload them manually to Facebook Ads Manager. Here’s how: Uploading Existing Ads to Facebook…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…