Miguel Angel Quezada Santana asked us, “Can I get a custom email with the domains I have set in the platform?” “Yes, but you would have to use another provider. We use Google mail for our professional email addresses Who did you register your domain…
custom
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Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone? I don’t know if you need any software info from the agency.” “We probably can (depends on how…
Sandra Quinn-Bailey asked us, “Hello, how do you show a family in the CRM? I have the mother & father as contacts but how do you show their children? If I show the parent as a contact & the child as an opportunity, I get…
Monty Crawford asked us, “Does the Branning Group offer services to develop custom creatives for use in Social Media ads?” “Custom? No, not at this time We do have Facebook ad kits with the full creatives (images and text) that we’re using for private clients…
Andrew T. Berman asked us, “We know this system is amazing for marketing activity, but I’m curious what you folks are using for storing client data once you take them from prospect to client.” “Have you seen the Custom Fields option in Agent CRM yet?…
Tara Cruse asked us, “I have an issue with my survey submit button- how do I make it look better? I can’t find the options and I also made a new survey but it’s still there- I turned the progress bar off, but that bar…