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21 Articles
Agent CRM Team
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…

Agent CRM Team
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…

Agent CRM Team
1 Min Read

Micah Simpas-Lalugan asked us, “Hello! Been stuck for a week now trying to figure out. How can I put a trigger link that will send an email if they click ‘not interested’ and a different email if they click ‘need more info.’ How can I…

Agent CRM Support
1 Min Read

Godlove Financial asked us, “Hi everyone, I keep getting a 404 error on my calendar funnel when setting up. How do I link the calendar?” “When you click on the 404 box in your funnel editor, you’ll see some calendar options appear in the left…