Selecting a Winner for the Giveaway Funnel Susan Thomas Asked: “How do we know who wins from the giveaway funnel? Is the winner generated through the system?” The Answer: The system does not automatically generate a winner for your giveaway funnel—you get to pick the…
CRM features
154 Articles
Tom May Asked: “Can I add a user to my Agent CRM?” The Answer: Yes, you can easily add a user to your Agent CRM account. Whether you’re bringing in a team member or need additional support, Agent CRM allows you to add users and…
Mitch Ashburn Asked: “I want to add a large number of people to a campaign in drip mode. I see how to do that with bulk emails, but how can I set a campaign to drip mode?” The Answer: Setting up a campaign in drip…
Keith Cobb Asked: “Is a Privacy Policy needed for a Facebook lead form?” The Answer: Yes, Facebook requires you to link to a privacy policy for your lead forms. This helps ensure compliance with their advertising policies and provides transparency to users about how their…
Charmagne Preston Asked: “Is there a way to get paid for referring Agent CRM to people?” The Answer: Absolutely! Agent CRM offers an affiliate program that allows you to earn commissions for referring new users. Here’s how to get started: Step 1: Sign Up for…
Ross Cathie Asked: “Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a client’s birthday?” The Answer: Yes, you can absolutely set up an automated birthday greeting campaign in Agent CRM to make your clients…
Charles Atkinson Asked: “Is there an affiliate link we can send out for others interested in Agent CRM?” The Answer: Yes, you can share a custom affiliate link for Agent CRM! Follow these steps to get started: Step 1: Sign Up as an Affiliate Visit…
Paul J Da Costa Asked: “Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system;…