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…
Lead management
116 Articles
Original Question: Dan Garbarz asked:“Hello, I created a new form, campaign, and funnel for an insurance campaign. I removed the ‘last name’ field on the form as an experiment. When a new contact is submitted (testing), I am seeing strange behavior, like two contacts being…
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: Dan Vader asked us:“Hey Guys, I am having an issue with a trigger that I set up. It was working perfectly fine yesterday and every day prior, now today it’s not functioning properly. I have a Trigger that sends me an SMS with…
Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…