In this video, Ryan explains how to automatically add leads to your pipeline using triggers.
insurance crm
174 Articles
Pipelines are a powerful tool in Agent CRM, helping you visualize and manage your sales process while keeping leads organized. By breaking down your lead journey into clear stages, pipelines ensure you know exactly where each lead is in your funnel and what actions are…
In this video, Ryan describes the purpose of pipelines and how to use them to keep your leads organized.
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…
In this video, Ryan explains how to block off time in your calendar.
In this video, Ryan explains how to build a survey within Agent CRM.
In this video, Ryan shows how to build a form in Agent CRM.
In this video, Ryan shows you how to create a form and embed it on your website.