Original Question: Larry Gatz asked:“Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and have two requests to complete for the same client. When I try to make the…
customer engagement
54 Articles
Original Question: Amy Pulver asked:“Good morning. I need a little help. I’d like my calendar (link posted below) to have options for where we meet, like My Office, Phone Appointment, etc. Also, I would like the option to make certain days of the week Phone-Only…
Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…
Original Question: Kaysha Wells asked:“Hi! I only allow interviews on my calendar Monday through Friday and have it set to only allow them to book two days out maximum. On Fridays, it shows no appointments available for the following Monday. Is there a way to…
Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…
Original Question: Wesley Raymond Ging asked:“Can I take phone calls on the app from Agent CRM on my cell phone?” Answer: You can make calls from the Agent CRM app on your phone, but you cannot receive incoming calls directly in the app. However, you…
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…
Original Question: Julio C Garcia asked us:“Hey! I just connected my domains and already have a website running, although I would prefer to use the main URL without the /home. I tried forwarding the domain within GoDaddy, but it still gives me this error. Any…