Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…
CRM features
154 Articles
Naeem Johnson Jr. Asked: “Hey, I’m having calendar trouble. I would like whenever I have an appointment scheduled on my calendar for it to be in EST. But then it’s all in PST by default and it can get confusing to me. Whenever I manually…
Becky Chopek Wilson Asked: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…
Wes Obana Asked: “If you forget to tag an upload, is there a way to go back and bulk tag them all?” The Answer Yes! You can go back and bulk tag contacts even after uploading them. There are two ways to do this: Option…
Howard Ong Asked: “I want to power dial leads first. To power dial imported leads first, do I set up a campaign first to use the power dialer? Then, for leads that do not answer the phone, I want to redial them every 4 hours…
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Jeremiah Nolen Asked: “Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.” The Answer Upgrading to a Team Account in Agent CRM gives you expanded features, including: ✅ 3 Phone Numbers for your…
David Facer Asked: “Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each weekday out of a contact smart list?” The Answer Yes! You can set up a drip email campaign…