Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…
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Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…
Shonda Observed Johnson asked us, “I need assistance with setting up the system. To import leads and set up automation for email/text/ringlessvoicemail” “Hi! Have you watched the training videos for Agent CRM? If not, here’s the link so you can check it: https://www.branninglibrary.com/courses/agent-crm-training You can…
Jacqueline D. Daniels asked us, “Hello Everyone! Do I have to manually enter opportunities? I do not see an Import icon; just Export. TIA!” “Hi! There isn’t an import icon on the opportunities page, just an export button. Are you trying to add contacts to…
Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…
Josh Richards asked us, “How easy is it to load the leads into the system for power dialing? Does it have to be a csv or how does it work? Much appreciated.” “Very easy! Your contact list should be in csv form before importing them…
William Coventry asked us, “How do you upload contacts into the Agent CRM tool? And do you have a campaign flow set up for old leads that you would like to set up for nuturing? And what about a campaign flow for new leads for…
Chris Kundrock asked us, “When I have lead lists that do not have emails, what’s the best course of action? I uploaded a list of 252 leads and only 88 uploaded because they had email and phone numbers. Is there anything that I can do…