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…
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17 Articles
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…
Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it…
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…
Johanna Cabrera asked us, “Good morning , is there a way to link Google voice message into agent CRM ? 🤔 “Hi, unfortunately there’s no direct integration between Google voice message and Agent CRM.” Johanna Cabrera asked us, “I’m sorry , I need to…
Damon Jimenez asked us, “How do I know which number is being used when I send out mass texts?” “Go to Settings >> Phone Numbers. Whichever number is marked as default on that page will be the one from which outbound messages are sent ?”
Josh Richards asked us, “I created my campaign for the power dialer. I have several phone numbers on my profile since I call several different states. If I am using my cell and calling from app how do I select the correct phone number to…
Anh Tran asked us, “Questions: for sms texting workflow to work, on our sales funnel, should we enter our agent crm phone number on twilio to create that workflow or should we just used our business phone number?” “Correct, you should enter your AgentCRM phone…