All Brands Health Advocates LLC Asked: “I purchased the Facebook Ad bundle and have the Agent CRM software. Where do I find the bundle added to my account?” You can access your Facebook Ad Bundle through the Branning Library. Here’s how: Step-by-Step Guide Log In…
CRM Tips
31 Articles
Wes Obana Asked: “Where do I find the appointment confirmation email in the CRM?” The Answer You can locate the Appointment Confirmation Email in Agent CRM by following these steps: Step-by-Step Guide Go to the Marketing Tab: Navigate to Marketing from the left-hand menu. Open…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
Rhoda Woods Asked: “Are we able to send mail from purchased lists now without worrying about it being marked as spam? If so, how many at a time?” The Answer While it’s possible to send emails to purchased lists, we strongly recommend against sending email…
Greg Crawford Asked: “Does Agent CRM integrate with Zapier?” The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to automate workflows and streamline your processes. How It Works Zapier Integration Basics: With Zapier, you…
Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…