Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?” “If you want any of the automation to work, you’ll have to…
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Zach Roberts asked us, “Been using the CRM for automated texts and emails. Does anyone recommend changing phone numbers to improve reach on texts. Since carriers mark numbers as spam that text more than normal. Thanks” “Yup, if calls are appearing as spam you can…
Phil Reames asked us, “when I make calls using the Agent CRM number there is a recoding that they hear that says this call may be recorded, etc. Is there any way to get rid of that message?” “You can go to Settings>>Phone Number>>Click the…
Andrew Poeng asked us, “Is it possible to add multiple phone numbers to contacts? I.E. Home phone and Cell Phone?” “Yes, that’s possible. You just need to add a custom field (Settings > Custom Fields). Let me know if that works for you! 😉”
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…
Gerry Rufino asked us, “All my numbers are popping up as spam even when I Change them. How do we get verified numbers?” “You can use calltransparency.org to set up what name shows up when you call people (I think that is the URL)”
Manuel Richard Mancha Sr. asked us, “Hello, Thanks for the add. Excited to be in this group. Had a quick question. I used Phoneburner in the past. Does our phone dailer have a number we call. Or is everything used on the computer? I am…
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…