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21 Articles
BGadmin
1 Min Read

Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…

BGadmin
1 Min Read

Gary for Insurance asked us. “Hey y’all, I made a funnel for a free eBook and created the form to collect name and email information. However, Is there a video I can watch that shows how to have the book sent to their email when…

BGadmin
1 Min Read

Ben Garcia asked us, “Hi! I am about done with my mortgage protection lead ad on facebook but it is asking me to link a privacy policy. I couldnt find the tutorial explanation for that in the mortgage protection ad kit in the branning library….

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BGadmin
4 Min Read

Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing.  With these tools, businesses can…

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BGadmin
1 Min Read

Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…

BGadmin
1 Min Read

Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…

BGadmin
1 Min Read

Sandra Quinn-Bailey asked us, “Hello, are we able to connect with our Microsoft calendar now or are we still using the work around with gmail? Thank you” “Yes you can connect your outlook calendar now :)” “Go to Settings >> Profile and scroll down. You’ll…

BGadmin
1 Min Read

Mark Perrill asked us, “I’m editing an SMS message in a workflow. Can I embed a link to my calendar in a work or do I just paste the entire link in the SMS message? The link is pretty long.” “You can paste the entire…