Mitch Ashburn Asked: “Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?” The Answer Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in…
marketing automation.
152 Articles
Allan Cruickshank Asked: “Regarding the ‘Pack My Calendar’ system, I want to do pre-recorded webinars for a niche client market, not recruiting agents. Is this the correct system, or would there be a different one?” The Answer Yes, the Pack My Calendar system is designed…
Rhoda Woods Asked: “Are we able to send mail from purchased lists now without worrying about it being marked as spam? If so, how many at a time?” The Answer While it’s possible to send emails to purchased lists, we strongly recommend against sending email…
Mike Mahurin Asked: “My Outback Steakhouse Giveaway ends on Friday 6/18, and I want to go on Facebook Live to give the prize away. The training in the library has the process on how to select the winner, but I don’t see anything about how…
Greg Crawford Asked: “Does Agent CRM integrate with Zapier?” The Answer Yes, Agent CRM integrates with Zapier! This allows you to connect Agent CRM with thousands of other apps to automate workflows and streamline your processes. How It Works Zapier Integration Basics: With Zapier, you…
Ramon Ayers Asked: “I created an email template. At the top of the email template is where I put my company logo. I sent a test email and unfortunately, my logo did not pop up. How do I get my company logo to pop up?”…
Ramon Ayers Asked: “Is it possible to send a text message out to all my leads and ask them to update their contact information via a survey or form builder and have it update their contact information live/automatically?” The Answer While it’s not possible to…
Paul J Da Costa Asked: I sent out a bulk email and I can see 56 out of 59 were delivered, but where do I find how many were opened? I have looked around but didn’t see anything. My dashboard has the funnel picture and…