Bruce Kuczinski asked us, “Is there a way to forward an email to Agent CRM from my desktop? For example, I receive an email from a client and respond. I would like to bcc myself in Agent CRM to create a record of the interaction,…
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Colleen Dilks Strube asked us, “My funnel is coming along great however when I look at it on my phone it shows the sample text not what I updated. Is there a setting I’m missing?” “Some of the funnel sections have mobile only rows or…