Form submissions now appear inside Conversations—so you can review answers and reply from the same screen, with full context and zero tab switching.
CRM Workflow
4 Articles
If you’ve ever wondered, “Did I follow up with that lead?”—you need to start using Pipelines inside Agent CRM. The Pipeline tool (also called Opportunities) gives you a visual layout of every contact’s journey—from first touch to closed deal—so you never lose track of a lead again.
Rick Ali Asked: “Do you have an option to bring Mini Chat leads into Agent CRM?” The Answer: Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. This integration allows for seamless automation of lead transfers between platforms. How to Integrate Mini…
