Original Question: “How much do phone calls and text messages cost with Agent CRM?” Answer: Below is a breakdown of the associated costs: Phone & Text Messaging Costs Making Calls: $0.032 per minute Receiving Calls: $0.019 per minute Text Messages: $0.018 per SMS segment (Use…
Insurance Agent Tools
98 Articles
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…
Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…
Original Question: TL Priester asked us: “I’m importing leads from my CSV file, but it’s only importing the first lead. Any suggestions?” Answer: If your CSV file is only importing the first lead into Agent CRM, there are a few key things to check to…
Original Question: Oliver Stewart asked us: “Say you have a seminar date of X and you want to send a text X minus 24 to each of the attendees? How would you put this in a campaign so when the leads came in, it would…
Original Question: Dave Kinkade asked us: “I’m on the team plan & work in 2 states. Can I set up text to be sent from each of my local #’s? Only seems possible from main #.” Answer: Yes! If you operate in multiple states and…
Original Question: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…
Original Question: Lynn Novak asked us: “I am attempting to integrate my GoDaddy domain with Agent CRM… please help.” Answer: Integrating your GoDaddy domain with Agent CRM allows you to use a custom domain for your funnels, websites, and email campaigns. If you’re having trouble…