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
4 Articles
Original Question: Al Bruce asked:“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!” Answer: Yes! You can easily access and…
Wesley Raymond Ging Asked: “Is there a way to fill in this data one time and have it auto-populate? How do I connect it to the social media buttons at the bottom?” The Answer: Yes, you can set up auto-population for your data in Agent…
William Noel Asked: “Do you have a media preference (i.e., image vs. video) for Facebook ads?” The Answer: Both images and videos can be highly effective in Facebook ads, depending on your campaign goals and audience preferences. However, video ads often deliver stronger engagement, more…