Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…
Customer Database
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Original Question: TL Priester asked us: “I’m importing leads from my CSV file, but it’s only importing the first lead. Any suggestions?” Answer: If your CSV file is only importing the first lead into Agent CRM, there are a few key things to check to…
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….