Original Question: Larry Gatz asked us:“Is there a way to import an HTML email as a template? I have exported them from Mailchimp.” Answer: Yes! Agent CRM allows you to import HTML emails and use them as templates for your campaigns. If you’ve exported your…
customer engagement
54 Articles
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…
Original Question: Larry Gatz asked us:“OK—so a question… if I’m on the phone with a client and want to book them an appointment, what’s the best way to do it? Through my own calendar page? On their Contact Card? Does it matter?” Answer: You have…
Original Question: Jackie Davis asked us:“Can someone help me add my Calendly link in a text template? It won’t hyperlink in the message.” Answer: Text messages in Agent CRM do not support hyperlinks, meaning that links will not appear as clickable text. However, you can…
Original Question: Larry Gatz asked us: “Does anyone know how to add a location to Agent CRM? Our office has two locations.” Answer: You can add your office address in Agent CRM by following these steps: Go to Settings Navigate to Settings in the left-hand…