Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…
Insurance Agent Tools
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Original Question: Kaysha Wells asked:“Hi! I only allow interviews on my calendar Monday through Friday and have it set to only allow them to book two days out maximum. On Fridays, it shows no appointments available for the following Monday. Is there a way to…
Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…
Original Question: Wesley Raymond Ging asked:“Can I take phone calls on the app from Agent CRM on my cell phone?” Answer: You can make calls from the Agent CRM app on your phone, but you cannot receive incoming calls directly in the app. However, you…
Original Question: Edwin Mezua asked us:“Does the email marketing integrate with Google Workspace email, or is it separate? Looking to start sending out a newsletter for clients but wanted it to come from my domain.” Answer: You don’t need a direct integration between Agent CRM…
Tara Cruse asked us, “I have an issue with my survey submit button- how do I make it look better? I can’t find the options and I also made a new survey but it’s still there- I turned the progress bar off, but that bar…
Original Question: Senior Benefit Solutions NJ asked us:“I need help creating a link for my form. How would I do that?” Answer: Great question! Agent CRM automatically generates a direct link to any form you create, making it incredibly easy to share with clients or…
Original Question: Amy Pulver asked us:“Question. Is there a way to change the email sequence on my funnel? I want to leave out a couple of the emails.” Answer: Absolutely! Agent CRM makes it simple to edit, rearrange, or remove emails from any email sequence…