In this video, Ryan describes the purpose of pipelines and how to use them to keep your leads organized.
Lead management
115 Articles
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.
In this video, Ryan explains how to send an email out to all of your leads using a campaign.
In this video, Ryan shows you how to get notified immediately when a hot lead comes in based on how a potential client answers an online survey form.
In this video, Ryan explains how you can assign users to new leads in your account using round robin or a single method.
In this video, Ryan shows you how to integrate your Facebook page with your Agent CRM account.