Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
CRM features
154 Articles
In this video, Ryan explains how to block off time in your calendar.
In this video, Ryan explains how to build a survey within Agent CRM.
In this video, Ryan shows how to build a form in Agent CRM.
In this video, Ryan shows you how to create a form and embed it on your website.
In this video, Ryan explains the option and benefit of having multiple power dialer campaigns.
In this video, Ryan explains how to create a power dialer campaign that leaves a voicemail only after a number of missed calls (the number is set by you) is reached.
In this video, Ryan explains what the power dialer is, how to create it, how to add people to the power dialer campaign, and how to use it.