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14 Articles
Agent CRM Team
1 Min Read

Dan X Nguyen asked us, “Branning Group Support is there a way to have the SHOW IT TO ME HERE pop-up button submit the contact info and move to the next page of the funnel, instead of having to click “Submit” from the embedded form?…

Agent CRM Team
1 Min Read

Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?”   “Yes! Setup a workflow…

Agent CRM Team
1 Min Read

Ruben Carillio asked us, “Hey Team, So im going to implement the “life insurance quote” form into my follow up sequence however how can i set it up so that after they are done filling out the form, they will be prompted to schedule/book a…