Bruce Kuczinski Asked: “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, tied…
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Colleen Dilks Strube Asked: “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?” The Answer: It sounds like your funnel might be using mobile-only…