Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…
Lead Organization
7 Articles
Original Question: Mahari McTier asked us: “Can I upload a document into the CRM and connect it to a contact?” Answer: Yes, you can upload and attach documents to a contact in Agent CRM! This is useful for storing signed forms, policy documents, or any…
Nathan Darnell Asked: “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have those existing contacts in the new file?” The Answer: No, importing a file of contacts into Agent…
Mike Mahurin Asked: “I want to simplify my contacts list going forward. If I download my current contacts and re-tag them with my new tags, will Agent CRM overwrite the old tags to the new tags when I upload the edited contact list?” The Answer:…
In this video, Ryan explains how to add contacts to Agent CRM using Zapier.
In this video, Ryan explains using webhooks to pull leads from Agent CRM to Zapier.
Ryan explains how to add your leads from a giveaway funnel to your google sheet in this 3-part series.