Adrian Gillis asked us, “Hi everyone! My name is Adrian and I’m glad to be here and thanks for the add. I have a few questions…1. Is this platform good for uploading real estate leads? 2. Can I use the dialer with having the basic…
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Mike Harless asked us, “What is the most effective way to Power Dial a list of 100 leads?” “check out this video that my team made: https://www.loom.com/share/b4221d59db1d4e6b8ab409e6054619f9? ”
Josh Richards asked us, “How easy is it to load the leads into the system for power dialing? Does it have to be a csv or how does it work? Much appreciated.” “Very easy! Your contact list should be in csv form before importing them…
William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?” “It’s up to you, but a common trigger we use is “Contact Tag Added.” That way, any time a specific tag…
Original Question: Wesley Raymond Ging asked:“Who has a workflow for aged leads that you have gotten off a list? I’m getting writer’s block today.” Answer: If you’re looking to re-engage aged leads, the key is to create a structured workflow that nurtures them over time….
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…
Becky Chopek Wilson Asked: “Can you bulk assign leads? I would hate to have to individually assign 500 leads.” The Answer Yes! You can bulk assign leads using tags and triggers instead of manually assigning them one by one. Follow this simple three-step process: Step…
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…
