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…
Lead management
116 Articles
In this video, Ryan describes the purpose of pipelines and how to use them to keep your leads organized.
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.