follow up

2 Articles

Medicare Agents: AEP Is Done, Now What? (Revenue Ideas, Business Building, More)

Agent CRM Team December 16, 2023

4 Min Read

As we bid farewell to the crazy 2023 Medicare Advantage Annual Enrollment Period (AEP), I want to extend my heartfelt congratulations to you.

Software

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

Agent CRM Support February 23, 2022

1 Min Read

Johanna Cabrera asked us, “Good afternoon Here is a question i hope you can help me with this , We offered bookkeeping services, we created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way…

Campaign, Email, Phone and Text, Triggers

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follow up

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

We created a funnel and want to follow up for 10 days with emails texts and calls, what is the best way to do this?

How to connect my wordpress gravity forms, via Zapier, to Agent CRM contact?

Does WAVV use my phone or computer to make calls? (PL, SL, ML)

Are there best practices or a way to lessen your Agent CRM auto email/email address ending up in spam?

Is there a way to end or reroute a workflow if a step fails i.e. text/doesn’t send?

How to get notifications when someone in an email campaign opens an email?

Agent CRM Vs. Radius Bob: Which one you should opt for?

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follow up