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9 Articles
Agent CRM Team
1 Min Read

Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…

Agent CRM Team
1 Min Read

Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?”   “Yes! Setup a workflow…

Agent CRM Team
1 Min Read

Christopher Duncan asked us, “Is there a way to get notifications when someone in an email campaign opens an email?”   “Great question, I have recorded a video specially for you explaining in detail: https://www.loom.com/share/857c1c43317b4609a453008f92d0cb96 ”  

Agent CRM Team
1 Min Read

AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…

Agent CRM Team
1 Min Read

Jon Jordan asked us, “I am having trouble finding the email notification settings. I receive email notifications when I receive text messages but don’t want to receive email notifications. Where in the settings do I turn that off?” “Thanks for providing that information! We have…

Agent CRM Team
1 Min Read

Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…

Agent CRM Support
1 Min Read

Thomas Ricapito asked us, “Anyone have any tips on this? I’m trying to figure out the best way to alert myself via text message of tasks that I place on specific clients so that I don’t forget to call someone back in a week or…

Agent CRM Support
1 Min Read

Chris Kundrock asked us, “When someone either reschedules or cancels an appointment is there a way to get a notification? I had one cancel today and I didn’t know about it until hours after I called for the appointment.” “Yes! If you have used the…