If your contact import fails, it’s more than just a tech glitch it can delay your follow-ups, mess up your automations, and cost you leads.
Clean imports = smooth automation + faster sales.
data organization
4 Articles
We are thrilled to announce a partnership between Cody Askins and Agent CRM, “CodyCRM”! “No one does the insurance CRM game better, period!” – Cody Askins
Wesley Raymond Ging asked:“I pulled a list out of my Agent CRM, but I want to make sure I know which ones have been DNC. Is there a way to find out?” Answer: Yes! You can identify and export contacts marked as DNC (Do Not…
In this video, Ryan shows you how to filter contacts and create lists to organize your contacts.