Howard Ong Asked: “I want to power dial leads first. To power dial imported leads first, do I set up a campaign first to use the power dialer? Then, for leads that do not answer the phone, I want to redial them every 4 hours…
Lead management
115 Articles
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Jeremiah Nolen Asked: “Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.” The Answer Upgrading to a Team Account in Agent CRM gives you expanded features, including: ✅ 3 Phone Numbers for your…
Bruce Kuczinski Asked: “Is there a way for me to override my available times to schedule appointments? I don’t want to have to go into settings and change the global availability to book an appointment and then have to change it back.” The Answer Yes!…
Jacqueline Famluv Asked: “What features in Agent CRM replace Constant Contact?” The Answer Agent CRM offers a wide range of features that not only replace Constant Contact but go above and beyond its capabilities. Here’s how Agent CRM can serve as a powerful alternative to…
Demarcus Vaughn Asked: *”Hey! Two Questions: Is it possible to use a Bluetooth device when making calls? (Wireless headphones) Is it possible to have your script up while making calls in the CRM? I have a smaller screen, so it’s harder to do side by…
Life N Health 365 Asked: “Has the auto dialer changed? A dial pad pops up, isn’t the auto-dialing system supposed to start dialing when the phone icon is clicked?” The Answer To use the Auto Dialer in Agent CRM effectively, follow these steps: Step-by-Step Guide…
Alex Hale Asked: “I’m having a hard time importing contacts into a power dialer campaign. I did a bulk import but it is taking hours to load the contacts and still hasn’t allowed me to initiate the campaign. Any help would be greatly appreciated?” The…