Original Question: Edward Financial Group asked:“I’m looking to redirect contact and survey question answers to a Google Sheet. I want it to continue to go into the CRM but also to a separate Google Sheet. Can you show me how?” Answer: Yes! You can automatically…
marketing automation.
152 Articles
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: Charles Atkinson asked:“Will Agent CRM add a reputation builder?” Answer: Yes! Agent CRM already includes a built-in Reputation feature that allows you to request and manage reviews. You can access it by navigating to:📌 Settings > Reputation What Can You Do with Agent…
Original Question: Luis Cuevas asked:“For texting from Agent CRM, how long is one segment again?” Answer: In Agent CRM, a single SMS segment typically contains 120–160 characters, depending on the encoding used. However, some factors can reduce the number of characters per segment, such as:…
Original Question: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…
Original Question: Junior Lachtman asked:“Am I able to send bulk text messages? If so, how?” Answer: Yes, you can send bulk text messages using Agent CRM’s Campaigns feature. This allows you to create a structured text sequence (also known as a drip campaign) to engage…
Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Original Question: Yodondo Stewart asked:“How do I change the giveaway date in my funnel?” Answer: You can update the giveaway date directly in Agent CRM by following these steps: How to Change the Giveaway Date Navigate to Settings > Custom Values Locate the field labeled…