Thomas Ricapito asked us, “Is there a way to upload pdf files (or any kind) into the CRM so that they can be hosted there and referenced with links to clients in an email?” “Great question! You can. ? First, you’ll need to go to…
media
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Al Bruce asked us, “Hey, y’all. Is there a way to export my media/images from the CRM? I lost a bunch of files and the agent CRM is the only place I can find them. Thanks so much!” “Hi Al! Yes there is! Go to…
Wesley Raymond Ging asked us, “Is there a way to fill in this data one time and it auto populates? How do I connect it to the social media buttons at the botton?” “https://www.loom.com/share/7a0fbe20f161490fa55a1758827b8c2c”
William Noel asked us, “do you have a media preference (ie, image vs video) for FB ads?” “I use both, but prefer video We use the Video Domino strategy ourselves: http://www.videodomino.live“