Christopher Duncan Asked: “How can I take a lead that comes in to my non-Agent CRM form and get it into Agent CRM? I can easily use a webhook to get it from the non-Agent CRM form to a Google Sheet. What can I use…
CRM features
154 Articles
David Day Asked: “Are we able to change the email we used to sign up with originally?” The Answer: Yes, you can change the email address associated with your Agent CRM account! Here’s how you can update it quickly and securely. How to Update Your…
William Noel Asked: “Do you have a media preference (i.e., image vs. video) for Facebook ads?” The Answer: Both images and videos can be highly effective in Facebook ads, depending on your campaign goals and audience preferences. However, video ads often deliver stronger engagement, more…
Wesley Raymond Ging Asked: “Just joined Agent CRM here for the 14-day test drive. I’ve been using Agency Elephant for about 6 months but looked at something else for reasons. The most use I have gotten out of automation is from internet lead requotes 6…
David Facer Asked: “Is there a way to schedule a call and have it send you a text on your phone or some other pop-up on your screen?” The Answer: Yes, you can set up a trigger in Agent CRM to send you a text…
Ross Cathie Asked: “Can you add a way of seeing which email addresses are the ones that opened from a campaign? It would make sense to focus follow-up on those.” The Answer: Yes, it’s absolutely possible to see which email addresses opened your campaign in…
Christopher Duncan Asked: “How do I create a message section to a form? I would like to add an area to a form where someone can submit a question.” The Answer: Adding a message section to your form in Agent CRM is quick and straightforward….
Christopher Duncan Asked: “Does the power dialer know what time zone it is calling or does it have a feature to limit the time of day a call is made so people don’t get called during a certain time of day?” The Answer: No, the…