Original Question: Sandra Quinn asked us: “Since I’m the only user so far, I have not assigned myself to any opportunity. So are you saying when I start sending out emails, the email will not show my name?” Answer: Yes, your name will appear on…
Email campaigns
26 Articles
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…
Kevin Goodnight Asked: “How can I tell what’s been sent to a contact so far, like texts, emails, etc.?” The Answer You can view a contact’s full communication history in Agent CRM by following these steps: Go to the Contacts Tab: Navigate to the Contacts…
Rhoda Woods Asked: “Are we able to send mail from purchased lists now without worrying about it being marked as spam? If so, how many at a time?” The Answer While it’s possible to send emails to purchased lists, we strongly recommend against sending email…
Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…
Paul J Da Costa Asked: “Trying to make an email with a template. I want to delete an image and add a text box. I hit delete—nothing. I hit text—nothing. What do I have to do to make the email? I’m frustrated with this system;…