Original Question: Bruce Kuczinski asked:“If a contact has a landline, how can I make that number the default number for dialing without triggering unsuccessful SMS messages when it’s in a campaign?” Answer: If you have contacts with landline phone numbers, Agent CRM will attempt to…
Lead management
116 Articles
Original Question: Clarence Enriquez asked:“Having trouble importing contacts I made myself. Any suggestions?” Answer: If you’re experiencing issues importing contacts into Agent CRM, here are a few common reasons and how to fix them. Common Issues & Solutions 1. Missing Required FieldsEach contact must have…
Original Question: Phil Reames asked:*”I have a question. When I am doing the Power Dialer, after each call there is a popup that I can click on Completed or No Answer. There are two other options, but the training video said not to use those….
Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
Original Question: Jeremiah Nolen asked:“I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the info. Anyway I can have that info or maybe just the link to their form attach to…
Original Question: Wesley Raymond Ging asked:“I have Agent CRM forward calls to my cell. I want to know they are coming from Agent CRM when my cell rings. Currently, it shows the number of the person calling. Is this possible?Also, I want the caller ID…
Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Original Question: Amy Pulver asked:“Good morning. I need a little help. I’d like my calendar (link posted below) to have options for where we meet, like My Office, Phone Appointment, etc. Also, I would like the option to make certain days of the week Phone-Only…