Dornan Burnside asked us, “Is there a way to stop calls from coming into my agent CRM number?” “You can’t stop incoming calls, but you can opt not to add a forwarding number in your account.”
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Jay Carter II asked us, “Hello can you change your number to a local number with the power dialer feature like you can in phone burner?” “No, our dialer does not have the “local presence” feature Local Presence worked great when it was a…
Ashley Piwowar asked us, “I am running Facebook ads in different markets, can I assign a phone number to a workflow?” “You can assign your phone numbers to a different user in order to use your desired phone number in a workflow. Go to Settings…
Geneava Danielson asked us, “When in a dial session, if we have multiple phone numbers from agent crm, is there a way to use the phone number associated with the area code of the lead we are dialing or does it only call from one…
Franco Stella asked us, “how can I see which of my numbers people are calling to?” “That’s how you can check it https://www.loom.com/share/8887afd629b648f99902468e002813ff 🙂”
Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…
Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
Mike Harless asked us, “Is there a way to take calls from within Agent CRM using the number I purchased? Currently I am not using call forwarding.” “Inbound calls are not possible within Agent CRM. You need to add your own number as forwarding to…