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22 Articles
Agent CRM Team
1 Min Read

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…

Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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…

Agent CRM Support
1 Min Read

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?” “There’s actually a new way of adding leads to your campaigns!…