Custom fields help you track the details that matter—policy info, carrier, IDs, and more—so your follow-up can be organized, automated, and personal.
CRM Organization
4 Articles
As your CRM grows, so does the clutter. We’ve heard from countless users: managing custom fields—especially deleting them—can be tedious and frustrating.
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…
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….