Agent CRM’s Contact Detail Page just got a massive upgrade — resizable panels, pinned custom fields, flexible tags, and more. Here’s everything that changed
CRM Tips
31 Articles
Learn how to create your VCF contact card, attach it to workflows, and send it automatically to new leads inside Agent CRM.
This UI update brings better color contrast, easier navigation, and faster access to important tools like tags, opportunities, and engagement scores.
Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Original Question: Amy Pulver asked us:“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.” Answer: Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence…
Original Question: Larry Gatz asked us:“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.” Answer: Yes, you…
Original Question: Dan Vader asked us:“Hey Guys, I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today it’s not functioning properly. I have a Trigger that sends me an SMS with…
Original Question: Dan Garbarz asked us:“What are some other gift card sites other than Creative Marketing?” Answer: There are several great options available depending on what you need. Here are a few alternatives you can use to purchase and deliver gift cards to your clients…