Deb Spaulding asked us, “I’m new to Agent CRM and have a question regarding sending out texts to contacts thru the CRM… is there a way to do it and it comes from my actual cell phone number?” “In order to begin sending text messages…
forwarding
Dan X Nguyen asked us, “Branning Group Support since Agent CRM cannot handle incoming calls without the mobile app, what set up would you recommend for overseas teams (assuming they don’t want to use their mobile phone) to handle incoming calls?” “Currently we don’t have…
Dornan Burnside asked us, “Is there a way to stop calls from coming into my agent CRM number?” “You can’t stop incoming calls, but you can opt not to add a forwarding number in your account.”
AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…
Grag Crawford asked us, “If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?” “On Settings > Email Services > Forwarding Address, you can add your email here so replies will also…
Mike Harless asked us, “Is there a way to take calls from within Agent CRM using the number I purchased? Currently I am not using call forwarding.” “Inbound calls are not possible within Agent CRM. You need to add your own number as forwarding to…
Lee Kendrick asked us, “How can I answer incoming calls… inside Agent-CRM or in the mobile app? I’m currently forwarding calls to a Google Voice #, but it’s a hassle answering inbound call on my mobile phone… while trying to make outbound calls from the…